Add Users to Financial Services Job Roles

You must add all the relevant users to the financial services job roles for enabling them to work with financial services features.

The following steps describe how to assign the Retail Banker Job role to users.

1. Sign in to Oracle CX Sales using Administrator role.

2. On the Navigator, in Tools, click Security Console.

3. In the Roles subtab, search for Retail Banker Job role.

   The search results in the display of role with the role name as Retail Banker.

4. Click the drop-down list button corresponding to the role name Retail Banker. Select Edit Role option.

5. On the Edit Role: Basic Information page, click Users train stop.

   Edit Role: Users page opens.

6. Click Add User button.

   Add User dialog box opens.

7. Search for relevant users, select them, and click Add User to Role.

8. Click OK to confirm. Close the Add User dialog box.

9. Click Summary and Impact Report train stop.

   Edit Role Retail Banker: Summary and Impact Report is displayed.

10. Click Save and Close to save the role changes.

11. Repeat these steps for Retail Bank Manager, Commercial Banker, Commercial Bank Manager, and Sales Admin for Financial Services roles.

Note:

Run the Import User and Role Application Security Data job from Scheduled Processes to synchronize users and roles in Security Console. For more information to run the job, see Importing Roles and Privileges into Security Console.

For more information on creating sales users, see Oracle CX Sales Getting Started with Your Sales Implementation guide. For more information on creating application users, see Oracle CX Securing CX Sales and B2B Service guide.