Create Administrator Roles for Financial Services

You must create administrator roles for financial services.

Note:

You're required to create roles for the first time. Don't create roles in case of upgrades or while updating the existing configuration.

Following are the steps to create administrator roles for financial services:

1. Sign in to Oracle CX Sales as a user with IT Security Manager role.

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

3. On the Security Console, in the Roles subtab, search for Sales Administrator.

   The search displays role with the role name as Sales Administrator.

4. Click the drop-down list button corresponding to the role name Sales Administrator and code ORA_ZBS_SALES_ADMINISTRATOR_JOB. Select Copy Role option.

5. In the Copy Options dialog box, select the Copy top role and inherited roles option and click Copy Role button.

   Copy Role: Basic Information page opens.

6. On the Copy Role: Basic Information page, specify information provided in the following table and click Next.

   Field	Value
   Role Name	Sales Admin for Financial Services
   Role Code	AFS_SALES_ADMIN_FINANCIAL_SERVICES
   Description	Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and modifies the application according to business needs.

7. Click Load Inherited Policies link in the Functional Security Policies train stop.

8. Click Summary and Impact Report train stop.

9. Click Submit and Close.

   Confirmation dialog box is displayed.

10. Click OK.

11. Verify Role Copy Status in the Administration subtab.

    Wait for Status to display as Complete.