Create Implementation (Setup) Users

Providing users with the security permissions they need to complete the setup tasks in this guide is very simple if you used Setup Assistant for your initial setup. You just make a couple of entries and click Save. Provisioning rules provided by Oracle do the rest. To create more setup users, follow this procedure:

1. Navigate to Setup and Maintenance and go to: Sales offering > Users and Security Functional Area > Task: Manage Users.
2. Go to
3. On the Search Person page, click Create.
4. On the Create User page, in the Personal Details region, enter the user's name and a unique email address.
5. In the User Details region, enter a user name.

   If you leave the User Name field blank, the application automatically creates a user name for you. By default, the application uses the person's email as the user name, unless you change this default setting in the Security Console.

6. To automatically send an email notification to the user, select the Send user name and password option in User Notification Preferences. The email includes a link to create a password in the application.
   Note: If this option isn't available, notifications might be disabled. Check the notification settings in the Security Console.
7. Select these values in the Employment Information region:

   User Values to Select in the Employment Information Region

   Field	Value	Comments
   Person Type	Employee	For setup only. The user doesn't have to be an employee.
   Legal Employer	Your company name followed by the letters LE	The legal employer name is used for setup only, so doesn't have to correspond to any actual entity.
   Business Unit	Your company name followed by the letters LE BU	The business unit name, like the legal employer name, is used for setup only.

8. In the Resource Information section, select Sales Setup User from the Resource Role list.
9. Click Autoprovision Roles. The Role Requests region displays these roles:
   • Application Diagnostics Administrator
   • Application Implementation Consultant
   • IT Security Manager
   • Employee
   • Sales Analyst
   • Sales Administrator

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

10. Click Save and Close.

    If you selected the Send user name and password option and notifications are enabled, the application sends the new account notification email. If you didn't select this option, then you must reset the password for the user, using the procedure described in the Reset Passwords topic.

    After you create the user, you won't be able to update the email address in this UI. However, you can update the email address on the Users tab in the Security Console.