Create Role-Provisioning Rules for the Additional Resource Roles

Create the rules that provision the required security permissions for any new resource roles that you created outside the Setup Assistant. For all internal sales users, including sales administrators, you must add the Resource abstract role in addition to the required job roles. The Resource abstract role permits the users to access the Resource Directory. Don't add the Resource abstract role for partner roles.

1. In Setup and Maintenance, go to the following:

   • Offering: Sales

   • Functional Area: Users and Security

   • Task: Manage HCM Role Provisioning Rules

2. On the Manage Role Mappings page, click Create.

3. On the Create Role Mapping page, Mapping Name field, enter a name that helps you identify the mapping.

4. In the Conditions section, enter these conditions:

   Field	Entry
   Resource Role	Select the resource role that you want to provision.
   HR Assignment Status	Select Active. This additional condition ensures that the provisioned roles are automatically removed if the user is terminated in Global Human Resources.

5. In the Associated Roles region, click Add to add the job roles you want to provision.

6. For all internal sales users, add the Resource abstract role. Don't add this role for partner roles.

7. Make sure that the Autoprovision option is selected for all the roles.

8. Click Save and Close.