1. How do I get started with Oracle Sales in the Redwood User Experience?
  2. Create Sales Users

Create Sales Users

Setup Assistant creates the CEO at the top of the resource hierarchy for you. You have the option of importing the rest of the sales users in the hierarchy. However, you might want to create some users manually in the UI for testing.

Overview of Creating Sales Users

Because you must specify the manager for each user you create, you start creating users from the top of the corporate hierarchy and work your way down.

Creating sales users creates rudimentary Human Resources records, even if you aren't implementing Oracle HCM. Before you create sales users, you must create the elements of the resource hierarchy they're a part of. And you must create the provisioning rules that automatically provide the sales users you create with the security permissions they need to do their jobs.

Create Sales Users in the UI

Here's how to create sales users in the UI. The procedure is slightly different for managers and individual contributors:

  • You must assign each manager their own resource organization. You can create the resource organization while creating the manager.
  • Each individual contributor automatically inherits the manager's resource organization.

The application determines who's a manager from the resource role you assign to the user.

There are two ways to get to the UI where you create users:

  • In Setup and Maintenance, go to: Offering: Sales > Functional Area: Users and Security > Task: Manage Users.
  • In the Navigator, click Users and Roles in the My Team heading.
  1. In the Manage Users area, on the Search Person page, click Create. The application prepopulates today's date in the Hire Date field and uses that date as the start date for the resource.

    If you're 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're allocating monthly quotas for fiscal year July 1, 2023 to June 30, 2024, then you must enter a hire date of 7-1-2023 or earlier. You can't change the hire date after you create the user.

    Caution: You can't change the hire date after you create the user.
  2. 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 Security Console, you can select other default user name formats, such as first name initial and last name.

  3. If you didn't disable notifications in the Security Console, you can select the Send user name and password option. Selecting the option sends users a URL that they can use to reset their password and sign in. The application sends the email notification immediately after you save the user record for the first time. This option is available only before you save. After you save the record, you must instead use the Security Console to reset the password and send the notification.
  4. Make these selections in the Employment Information region:
    • Person Type: Employee
    • Legal Employer: Your company name followed by the suffix LE
    • Business Unit: Your company name followed by the suffix LE BU

    The legal employer and the business unit names aren't visible in the sales application, so the names don't have to correspond to actual entities in your company.

    Note: The sales application doesn't use these remaining fields in the Employment Information region: Job, Grade, Department, Location, Mail Stop, and Manager.
  5. Make these entries in the Resource Information region:
    1. From the Resource Role list, select the role the user plays in the resource organization. For example, select either the Sales Representative or the Sales Manager resource role.
    2. From the Reporting Manager list, select the user's manager.
    3. If the user you're creating is a manager, then you must enter a resource organization for the user in the Organization field.

      Here's how you create the resource organization from this step:

      1. Click the Create link at the end of the Organization list.
      2. Make these entries in the Create Organization window: Enter the organization name. Make sure the Sales option is selected and click OK.

      If the user you're creating isn't a manager, then the resource organization is automatically copied from the manager.

  6. Click Autoprovision Roles. The application provisions the job and abstract roles according to the role provisioning rules.
  7. Save your work. The application creates the user. If you selected the Send User Name and Password option, then the application also sends the email with the URL the user can use to sign in to the application for the first time.

Change an Employee into a Sales Resource

If you're implementing sales on after you've implemented Oracle HCM, then salespeople have already been created as employees and users. In this case, you must manually convert the employee into a resource and provision them with the job roles they need.

Here's how:

  1. Navigate to the Resource Directory.
  2. Click Identify Resources in the Tasks region.
  3. On the Identify Resources page, enter the Person Name or Registry ID.
  4. Select Employee as the Usage and click Search.
  5. Select the employee and click Add as Resource.
  6. Click OK on the confirmation message. The employee is now also a sales resource.
  7. On the Add Resource Information page, in the Resource Details section, specify dates for the resource.
  8. Select the Organization and the Role that you want to assign to the resource.
  9. Optionally, in the Sales Person Information section, specify more information about the resource.
  10. Save your work.