Create Additional Resource Roles

Use these steps to review the resource roles provided by Oracle and to create any additional resource roles you need.

Remember that the resource role is only a title. So, if you create a resource role, you must also create the provisioning rule to go with it.

Create a Resource Role

1. In the Setup and Maintenance work area, go to the following:

   • Offering: Sales

   • Functional Area: Users and Security

   • Task: Manage Resource Roles

2. On the Manage Resource Roles page, review the existing resource roles by clicking Search without entering any search criteria.

   All the available resource roles are listed. Roles that are predefined by Oracle are labeled System.

3. To create a new resource role, click Create.

   The Create Role page appears.

4. In the Role Name field, enter the name of the resource role as you want it to appear in the application UI, for example, Digital Sales Manager.

5. In the Role Code field, enter a unique internal name in capital letters. No spaces are permitted but you can use the underscore character instead. For example, enter DIGITAL_SALES_MANAGER. If you're importing users from a file then you must include this code in your file rather than the name.

6. If the resource role belongs to a manager, select the Manager option. If the resource role belongs to an individual contributor, select the Member option.

7. From the Role Type list, select Sales to classify the role that you're creating.

8. Click Save and Close.