Overview of Users and Security

Access to your sales application's functionality and data is secured using role-based access control. In a role-based access control model, users are assigned roles, and roles are assigned access privileges to protected system resources.

Oracle provides predefined job and abstract roles that you assign to users to give them access to application data and functionality. Job roles provide users with the permissions they need to perform tasks that are specific to a job. Abstract roles provide users with the permissions to complete tasks that are common to all users.

To create users and provision them with roles, you perform Sales Setup tasks listed for the Users and Security functional area. For information about creating users and provisioning them with roles, see these chapters of the guide:

  • Get Ready to Create Sales Users
  • Create Sales Users in the UI
The predefined job roles provide users with access to both CX Sales and Digital Sales UIs:
  • Sales Representative
  • Sales Manager
  • Sales VP
  • Sales Administrator

This chapter introduces each of the security configuration work areas you can use to review and configure your security setup and describes the data sharing mechanisms used to give users visibility to sales object records. For additional information about setting up and configuring security, see the Securing Sales and Fusion Service guide.