How to Configure the Employee Abstract Role for Sales Users

The Employee abstract role is assigned to all sales users who are employees but many of the privileges it provides aren’t required if you’ve implemented only CX Sales.

Although these privileges aren’t used, they can incur licensing charges. For this reason, Oracle recommends that you create a custom version of the Employee role that doesn’t include these unnecessary privileges and provision the custom role to your sales users. This task involves these steps.

• Copy the predefined Employee role to create a custom version of the role.

  See the topic: Create a Custom Employee Role for Sales Users.

• Edit the custom employee role to remove unnecessary privileges.

  See the topic: How do I remove unneeded privileges from my custom employee abstract role?.

• Edit the predefined Employee provisioning rule so that it assigns the custom employee role instead of the predefined Employee role to all users created as employees.

  Test the changes you've made to the rule and then implement it for all your users. See the topic: Provision the Custom Employee Role to Users.