Create a Custom Employee Role for Sales Users

Create a custom employee abstract role that contains only the privileges sales users require using these steps.

  1. Sign in to the sales application as a user who has the IT Security Manager job role.
  2. Navigate to the Security Console (Navigator > Tools > Security Console).
  3. On the Roles tab, search for and select the Employee abstract role (ORA_PER_EMPLOYEE_ABSTRACT).
  4. In the search results, select Copy Role from the Actions menu of the Employee role.
  5. In the Copy Options dialog box, select the Copy top role and inherited roles option, then click Copy Role.
    Note: When you select the Copy top role and inherited roles option, you copy not only the role you've selected, but also all of the roles in its hierarchy. When inherited duty roles are copied, you can edit them without affecting other roles in the source role hierarchy.
  6. On the Copy Role: Basic Information page, review and edit the Role Name, Role Code, and Description values, as appropriate.

    The role name and code have the default prefix and suffix for copied roles specified on the Roles subtab of the Security Console Administration tab, but you can overwrite these values for the role that you're copying. For example, you might want to name the role Employee Custom Sales. Any roles inherited by the copied role are unaffected by any name changes that you make here.

  7. Click Next.
  8. Click the Summary train stop.
  9. On the Summary page, click Submit and Close, then click OK to close the confirmation message.
  10. Review the progress of your role copy operation on the Role Copy Status subtab of the Security Console Administration tab. Once the status is Complete, you can edit the copied role.