1. Securing Sales and Fusion Service
  2. Provision the Custom Employee Role to Users

Provision the Custom Employee Role to Users

Modify the predefined provisioning rule for the Employee abstract role so that it assigns users the custom employee role you created instead of the predefined Employee role. Test your configuration for an individual user, then apply the change to all users.

  1. In the Setup and Maintenance work area, go to the following:
    • Offering: Sales
    • Functional Area: Users and Security
    • Task: Manage HCM Role Provisioning Rules
  2. On the Role Mappings page, enter Employee in the Mapping Name field, then click Search.
  3. In the Search Results area, click the Employee mapping.
  4. On the Edit Role Mapping: Employee page, make the following change in the Associated Roles region:
    1. Select the Employee row, then click the Remove icon to remove the predefined Employee role.
    2. Click the Add Row icon to add a new row.
    3. In the Role Name field, search for your custom employee abstract role, for example, Employee Custom Sales, then add the role.
    4. Select the Autoprovision option for the role.
    5. Click Save and Close, then click OK.
  5. Click Done on the Role Mappings page.
  6. Test that the role provisioning rule updates are working correctly for a single employee user:
    1. Open the Search Person page ( Navigator > My Team > Users and Roles).
    2. Search for and select a user who was created as an employee person type.

      The Edit User page for the user opens.

    3. In the Roles region, click Autoprovision Roles. Any roles for which the user qualifies automatically appear in the Role Requests table with the status Add Requested. Your custom employee role, Employee Custom Sales, should be listed.
      Note: If the Employee role was initially provisioned to a user manually rather than through automatic role provisioning, the change to the provisioning rule won't remove the original Employee role from the user.

    4. Click Save and Close.

  7. Now navigate to the Scheduled Processes work area (Navigator > Tools > Scheduled Processes ) and run the Autoprovision Roles for All Users process.
    This process compares all current user role assignments with all current role mappings and creates appropriate autoprovisioning requests. The process can take some time to complete depending on the number of users impacted.