1. Understanding Import and Export Management for Sales and Fusion Service
  2. Examples of Disabling or Reenabling User Accounts

Examples of Disabling or Reenabling User Accounts

You can disable or reenable user accounts using import management. User accounts enable the user to sign in to Sales and Fusion Service.

When you run the resource import to upload users or enter users in the Manage Users UI, users are created in Sales and Fusion Service. User accounts for these users are created and maintained in a Lightweight Directory Access Protocol (LDAP) directory local to CX Sales and Fusion Service by Oracle Identity Management (OIM). You can't delete the user account. However, you can disable or suspend the user account when an employee leaves your company. When you disable the user account, it prevents the user from being able to sign in to Sales and Fusion Service. As a result, the user's access to all the associated transaction objects, such as sales territories, leads, opportunities, and so on, are also disabled.

Note: You may want to transfer these transaction objects to another resource user. For information about initiating mass transfer, see the section "Records Transfer Between Users" in the Implementing Sales guide.

Disabling the user account doesn't mean the termination of the employee work relationship or end dating of the resource. When an employee's work relationships are terminated and the employee has no roles, the employee's user account is suspended automatically. If the employee is subsequently rehired, the suspended account is automatically re-enabled. When an employee is re-hired, depending on availability, you might get the same user account. For example, an employee Rob Smith has the email Id rob.smith@vision.com before leaving the organization. When he's re-hired, his email Id is rob.x.smith@vision.com.You can enable or disable user accounts using import management.

These scenarios illustrate the various user account related updates you can make to a resource:

  • Disabling User Account

  • Reenabling User Account

Disable the User Account

Pat Tyme is a Sales Director who's an employee at Vision Corporation Enterprise. To view the user information for Pat:

  1. Navigate to the following in the Setup and Maintenance work area:

    • Offering: Sales

    • Functional Area: Users and Security

    • Task: Manage Users

  2. Search for Pat Tyme. The user account status of Pat Tyme appears in the active status.

In this scenario, Pat Tyme has moved to another organization and all the user accounts must be disabled. To disable the user account for Pat Tyme, you must create a source file (CSV) with the attributes listed in this table and import it using import management.

Attribute Name

Value

ResourcePartyNumber

Conta765976

UserStatus

S

You can import the source data file.

  1. Go to Navigator > Tools > Import Management > Import Queue.

  2. Click Create Import Activity in the Manage Imports page.

  3. In the Enter Import Options page, provide a name for the import activity, and select Resource from the Object drop-down list.

  4. Select the CSV file in the File Name field, and click Next.

  5. The source and target attributes are automatically mapped in the Map Fields page. Review and edit the mappings if required.

  6. Check the file for unmapped columns or data format issues by clicking Validate Data. Click Next.

    Note: Validation errors, if any, are displayed on the Mapping Validation screen. If you get warnings about unmapped columns, then you can ignore these columns and proceed to submit the import job. Validations are for informational purposes and applicable only for low-volume imports.

  7. Review the import details on the Review and Submit page, and click Submit when you're ready.

After your import runs successfully, send the pending LDAP user update requests:

  1. In the Navigator, click Scheduled Processes.

  2. In the Scheduled Processes page, click Schedule New Process.

  3. In the Schedule New Process dialog box, from the Name drop-down list, search for Send Pending LDAP Requests.

  4. From the search results, select Send Pending LDAP Requests and click OK.

  5. In the Process Details dialog box, click Submit.

  6. In the Confirmation dialog box, click OK.

  7. Click Close.

  8. In the Scheduled Processes page, click the Refresh icon.

  9. Verify if the status of the process has completed successfully.

As Pat Tyme's user account has been disabled, he won't be able to sign in to Sales and Fusion Service. However, you can verify if Pat's user account is disabled.

  1. Go to Navigator, Tools, Import Management, Import Queue.

  2. In the Navigator, select My Team and User and Roles.

  3. Search for Pat Tyme.

    The user account status of Pat Tyme appears in the inactive status.

Reenable the User Account

Ellis Gibson is a Sales Representative who's an employee at Vision Corporation Enterprise. To view the user information for Ellis:

  1. Go to Navigator, Tools, Import Management, Import Queue.

  2. Go to Navigator, My Team, User and Roles.

  3. Search for Ellis Gibson.

    The user account status of Ellis Gibson appears in the inactive status.

In this scenario, Ellis Gibson has recently joined Vision Corporation Enterprise and he doesn't have a user account. To enable the user account for Ellis Gibson, you must create a source file (CSV) with the attributes listed in this table and import it using import management.

Attribute Name

Value

ResourcePartyNumber

Conta765976

UserStatus

A

You can import the source data file.

  1. Go to Navigator > Tools > Import Management > Import Queue.

  2. Click Create Import Activity in the Manage Imports page.

  3. In the Enter Import Options page, provide a name for the import activity, and select Resource from the Object drop-down list.

  4. Select the CSV file in the File Name field, and click Next.

  5. The source and target attributes are automatically mapped in the Map Fields page. Review and edit the mappings if required.

  6. Check the file for unmapped columns or data format issues by clicking Validate Data. Click Next.

    Note: Validation errors, if any, are displayed on the Mapping Validation screen. If you get warnings about unmapped columns, then you can ignore these columns and proceed to submit the import job. Validations are for informational purposes and applicable only for low-volume imports.

  7. Review the import details on the Review and Submit page, and click Submit when you're ready.

After your import runs successfully, send the pending LDAP user update requests:

  1. In the Navigator, click Scheduled Processes.

  2. In the Scheduled Processes page, click Schedule New Process.

  3. In the Schedule New Process dialog box, from the Name drop-down list, search for Send Pending LDAP Requests.

  4. From the search results, select Send Pending LDAP Requests and click OK.

  5. In the Process Details dialog box, click Submit.

  6. In the Confirmation dialog box, click OK and Close.

  7. In the Scheduled Processes page, click the Refresh icon.

  8. Verify if the status of the process has completed successfully.

As Ellis Gibson's user account has been enabled, he can sign in to Sales and Fusion Service. Alternatively, you can also verify if Ellis Gibson's user account is enabled.

  1. Go to Navigator, Tools, Import Management, Import Queue.

  2. Go to Navigator, My Team, User and Roles.

  3. Search for Ellis Gibson.

    The user account status of Ellis appears in the active status.

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