Provide the Initial User the Same Permissions as Other Setup Users

Use this procedure to grant the initial user the same permissions as the other setup users. This setup applies to both CX Sales and Digital Sales.

1. Click Navigator > My Team > Users and Roles.

   Alternatively, you can open this task from the Setup and Maintenance work area:

   • Offering: Sales

   • Functional Area: Users and Security

   • Task: Manage Users

2. On the Search Person page, enter the first name of the initial user in the Keywords field and click Search (the right-arrow icon).

3. Select the name link in the Search Results.

4. On the Edit User page, in the Resource Information region, select Sales Setup User from the Resource Role list.

5. Click Autoprovision Roles.

   The Role Requests region displays these roles:

   • Sales Analyst

   • Employee

   • Sales Administrator

   Your role request process may take a few minutes to complete because it's set to run periodically. You can view the status of the request anytime you edit this user.

6. Click Save and Close.

   If you're signed in as the initial user, you must sign out and then sign in again for the new permissions to take effect.