Overview of Setup Before You Create Sales Users

Because the Setup Assistant does most of the required prep work for you, only the first setup step listed here is required for users who will access Digital Sales UIs. It's also recommended that you provision all your users with a custom version of the Employee abstract role (step 2). Optionally, you can create additional resource roles and provisioning rules outside the Setup Assistant.

Step	Applies To	Description	Navigation	Where to Get More Details
1	Both Digital Sales and CX Sales	Create a custom version of the Employee abstract role and provision the custom role to your employees to avoid unnecessary licensing charges.	Various	See all the topics in the section: How to Configure the Employee Abstract Role for Sales Users
2	Both Digital Sales and CX Sales	If you don't want to run Setup Assistant again, you can create additional resource roles manually using the Manage Resource Roles task.	Setup and Maintenance > Sales > Users and Security > Manage Resource Roles	See the topic: Create Additional Resource Roles
3	Both Digital Sales and CX Sales	Create provisioning rules for any resource roles that you created outside Setup Assistant, by using the task Manage HCM Role Provisioning Rules.	Setup and Maintenance > Sales > Users and Security > Manage HCM Role Provisioning Rules	See the topic: Create Role-Provisioning Rules for the Additional Resource Roles.

For information on how to manage sales users after you create them initially, see the topic How do I change user resource roles when job assignments change? and the rest of the User Management chapter in the Securing Sales and Fusion Service guide.