Setup Overview

Using the Setup Assistant, you can create up to 15 users to help you with setup.

Use this chapter to:

• Create additional setup users.

• Enable the initial user created by Oracle to participate in the setup process.

  The initial user can perform security tasks, such as creating other users and granting setup permissions, but needs the additional privileges granted to setup users.

• Enable setup users to monitor all background processes

• Learn how to reset passwords for users

Here's a list of the setup tasks. You can open the tasks from the Sales offering in the Setup and Maintenance work area. Tasks are organized by functional areas. Remember that you may have to show All Tasks to see the task you want.

Step	Applies To	Description	Navigation	Where to Get More Details
1	Both Digital Sales and CX Sales	Create other setup users.	Setup and Maintenance > Sales > Users and Security > Manage Users	Create Setup Users
2	Both Digital Sales and CX Sales	Provision the initial user with the same permissions as the other setup users.	Setup and Maintenance > Sales > Users and Security > Manage Users	Provide the Initial User the Same Permissions as Other Setup Users
3	Both Digital Sales and CX Sales	Any setup users you create receive an email notification with a link they can use to reset their passwords. If they don't receive the email for some reason, you can reset user passwords and update email addresses in the Security Console. (You can open the Security Console using the task Manage Applications Security Preferences)	Setup and Maintenance > Sales > Users and Security > Manage Applications Security Preferences	See the section: Reset User Passwords and Update Email Addresses To understand the notification process for new accounts and recommendations on the kinds of notification changes you may want to make, see the topic: Automatic New Account Notifications and What to Change For setup instructions, see: Set Up Preferences for User Names, Passwords, and Notifications
4	Both Digital Sales and CX Sales	By default, setup users can only see the scheduled processes they themselves submit. Use the Security Console to provide all of the setup users the ability to see what processes are running and their status, no matter who submitted them.	Setup and Maintenance > Sales > Users and Security > Manage Applications Security Preferences	See the topic: Give Users the Permission to View All Scheduled Processes