Ways to Create Sales Users

You can create setup and sales application users in these ways:

  • Create users individually in the Manage Users work area.

    You can navigate to this work area using the Navigator menu from any application page.

    Use this method to create setup users and individual Sales users.

  • Import users using the Import Management functionality or using the Quick Import Excel macros that you download from My Oracle Support.

    Import users if you've many users to create. To import users, you must understand how user attributes are represented in the application and how to map the source attributes to the attributes required by the application. You can't import setup users because the import process requires you to import sales resources. For more information about importing users, see:

Important: Don't use the Security Console for creating individual users. You must create sales users as resources who are part of the sales resource hierarchy, and you can't create sales resources in the Security Console. Use the Security Console for user management tasks like resetting user passwords and updating user email addresses.