Setup Overview

Setup Assistant creates the CEO at the top of the resource hierarchy for you. You have the option of importing the rest of the sales users in the hierarchy and skip this chapter. However, you may want to create some users manually in the UI for testing. Because you must specify the manager for each user you create, start creating users from the top of the corporate hierarchy and work your way down.

Here are the steps for creating sales users in the UI.

Important: If you're implementing sales on top of an existing HCM application, salespeople are already created as employees and users. In this case, you must manually convert the employee into a resource and provision them with the job roles they need. Make an Employee a Sales Resource

Step	Description	Navigation	Where to Get More Details
1	Before you create users, review your user notifications and preferences setup. You don't want to accidentally spam anyone.	Setup and Maintenance > Sales > Users and Security > Manage Applications Security Preferences	See: Overview of User Account Preferences Setup
2	Create the users. Work your way down the hierarchy because you must select the manager for every user you create. When you create a manager user, you must also create his or her resource organization. Users who aren't managers inherit the resource organization of their managers.	Setup and Maintenance > Sales > Users and Security > Manage Users	See the topic: Create Sales Users in the UI
3	If you're using some of these users for testing your setups, then you must manually reset their passwords in the Security Console. Make sure that you have turned off notifications for password resets, unless you want the user to be notified that you manually reset the password.	Setup and Maintenance > Sales > Users and Security > Manage Applications Security Preferences	See: Overview of User Account Preferences Setup

After creating the first few users in the top of your hierarchy, import the rest as described in the next chapter.