Create Channel Sales Users in the UI

To support the business use cases mentioned previously, we must create a channel sales branch of the Vision Corp. sales organization as depicted in the Getting Started with Your Implementation guide for sales.

In this guide Peter Apt is the vice president of Global High Tech sales for Vision Corp., so the top tier of our channel sales branch reports to him.

The following table lists the name of each resource to create, who they report to, their job title, and their department name.

Name	Reports To	Job Title	Department
Beth Howard	Peter Apt	Sales VP	Global Channel Sales
Daniel Grayson	Beth Howard	Sales VP	US Channel Sales
Terry Smith	Daniel Grayson	Channel Sales Manager	US Channel Sales
Bill Cross	John Dunbar	Channel Operations Manager	US Channel Sales
Colby Morris	Terry Smith	Channel Account Manager	US Channel Sales - East
Bonnie Vickers	Terry Smith	Channel Account Manager	US Channel Sales - Central
Ellis Gibson	Terry Smith	Channel Account Manager	US Channel Sales - West

Steps to Create Channel Sales Users in the UI

Use these steps to create channel sales users in the UI.

While signed in as a setup user, open the Users, Roles and Delegations task from the implementation project. You can also open this task by clicking Users, Roles and Delegations under the My Team heading in the Navigator, or you can search for the task by name in the Setup and Maintenance work area.
On the Users, Roles and Delegations page, click Create.

The Create User page appears.
Enter the user's name and a unique email address in the Personal Details region.

The application normally sends the initial sign-in credentials to this email address when you save the record.
The application provides the current day's date in the Hire Date field and uses that date as the start date for the resource.

If you are planning to use quotas, then you must make sure that the hire date is a date before the start of the first quota period. For example, if you are allocating monthly quotas for fiscal year July 01, 2015 to June 30, 2016, then you must enter a hire date of 7-1-2015 or earlier. You cannot change the hire date after you create the user.
In the User Details region, enter the user name.

If you leave the User Name field blank, then the application automatically creates a user name for you. By default, the application uses the email as the user name.
In the User Notification region, select the Send User Name and Password option if you want the credentials email to be sent to an alternate user.

Tip:
Make sure that you obtain the sign-in information for a representative sample of users, so that you can use those users for testing. For example, to test opportunity assignment and forecasting, you can sign in as a partner sales representative and channel account manager in each regional sales organization. To test quotas, you must be able to sign in as the sales administrator or channel operations manager. If you are importing the channel sales users, then you can indicate in your import file if you want to receive the credentials emails.
Make the following entries in the Employment Information region:
- Select Employee from the Person Type list.
- From the Legal Employer list, select the legal employer Oracle created for you using the information you provided when you signed up with Oracle. There should be only one value available: your company name followed by the suffix LE.
- From the Business Unit list, select the business unit created for you when you signed up. There should be only one value available: your company name followed by the suffix BU.
Neither the legal employer name nor the business unit name are visible in the sales application, so the names do not need to correspond to actual entities in your company.

Note:
The remaining fields in the Employment Information region are not used by your sales applications. These fields include: Job, Grade, Department, Location, Mail Stop, and Manager.
Make the following entries in the Resource Information region:
1. From the Resource Role list, select the role the user plays in the resource organization.
  
  For example, for the channel sales manager, select Channel Sales Manager as the resource role.
2. From the Reporting Manager list, select the user's manager.
3. If the user you are creating is a manager, and if you already created a resource organization for this manager, then select the resource organization from the Organization list. For the top of the hierarchy, select the resource organization you created earlier.
  
  If you did not already create the resource organization, then:
  1. Click Create link at the end of the Organization list.
    
    The Create Organization window appears.
  2. Enter the organization name.
  3. Make sure the Sales option is selected and click OK.
4. If the user you are creating is a not a manager then the resource organization is automatically copied from the manager.
Click Autoprovision Roles.

The application provisions the job and abstract roles according to the role provisioning rules.
Click Save and Close.

The application creates the channel sales user. Unless you deselected the Send User Name and Password option, the application also sends the e-mail with the user name and password.