Create Additional Resource Roles

Use these steps to review the resource roles provided by Oracle and to create any additional resource roles you need. Remember that the resource role is only a title. So, if you create a resource role, you must also create the provisioning rule to go with it.

1. Open the task Manage Resource Roles from the Setup and Maintenance work area:

   • Offering: Sales

   • Functional Area: Users and Security

   • Task: Manage Resource Roles

2. To review all the existing resource roles, click Search without entering any search criteria.

   All the available resource roles are listed. Roles that are predefined by Oracle are labeled System.

3. Here's how to create a resource role:

   1. Click Create.

   2. In the Role Name field, enter the name of the resource role as you want it to appear in the application UI, for example, Inside Sales.

   3. In the Role Code field, enter a unique internal name in capital letters. No spaces are permitted, but you can use the underscore character (_) instead. For example, enter INSIDE_SALES.

   4. If the resource role belongs to a manager, select the Manager option. If the resource role belongs to an individual contributor, such as an inside sales representative, then select the Member option.

   5. From the Role Type list, select Sales to classify the role that you are creating.

4. Click Save and Close.