Role Provisioning

This topic describes how role provisioning is implemented in the sales application.

About Provisioning Roles to Users

Sales users gain access to data and functions through the job and abstract roles they're assigned. Roles are provisioned to users through predefined role provisioning rules, or through provisioning rules you create using the Manage HCM Role Provisioning Rules task from the Setup and Maintenance work area. You can provision both custom and standard job roles using role provisioning rules. Each provisioning rule, also known as a role mapping, defines the following:

• The job and abstract roles to provision

• The conditions that must exist for the roles to be provisioned

• Whether or not role provisioning is automatic

The provisioning rules use resource roles as the condition for provisioning job and abstract roles to sales users. Each provisioning rule can use one resource role and you assign a resource role to each sales user you create.

Note: The resource role should not be confused with job or abstract roles, which provide the user's security permissions. The resource role merely describes the role the user plays in the organization and provides the job title which appears in the company resource directory for the user.

If you select the automatic role provisioning option for a rule, then roles are provisioned automatically when you create the user if the user matches the rule conditions. It doesn't matter if you create users manually in the user interface, or import them from a file or using the Sales User Quick Import Excel macro.

The following figure provides an example of how role provisioning rules work. When you create the Sales Manager user, you assign that user the Sales Manager resource role provided by Oracle (callout 1), which is the user's title in the organization. You also create the user as an employee person type. The role provisioning rules use the resource role and person type values as conditions. When you create a user as an employee with the sales manager resource role, then the conditions are true and the rules automatically assign the user with the Sales Manager job role and the Resource abstract role, and with the Employee abstract role.

Sales Resource Roles Provided by Oracle

Oracle provides you with the following standard sales organization resource roles and the appropriate job roles for each:

• Channel Account Manager

• Channel Operations Manager

• Channel Sales Manager

• Chief Executive Officer

• Contract Administrator

• Contract Manager

• Customer Data Steward

• CX Inside Sales Manager

• CX Inside Sales Representative

• Data Steward Manager

• Partner Administrator

• Partner Sales Manager

• Partner Salesperson

• Sales Administrator

• Sales Lead Qualifier

• Sales Manager

• Salesperson

• Sales Restricted User

• Sales Setup User

• Sales Vice President

Sales Role-Provisioning Rules Provided by Oracle

Oracle provides role provisioning rules for provisioning most of the standard sales job roles to users. Oracle also provides rules to assign the Employee abstract role to all active users who are created as employees, and the Contingent Worker abstract role to active non-employee users who are created as contingent workers.

The role provisioning rules Oracle provides are created automatically when you set up your company information using the Create Company Information quick setup task. You perform this step after enabling your Sales or Service offering. If you set up the company information in a different way, perhaps because you're implementing a number of cloud services at the same time, then you must create the provisioning rules yourself using the steps outlined in the topic Create Rules to Automatically Provision Job Roles to Sales Users. For information about setting up your company information, see the Implementing Sales guide.

The following table lists the role provisioning rules provided by Oracle, the condition that triggers the provisioning, and the job and abstract roles the rule provisions. With the exception of the partner provisioning rules, each rule uses two rule conditions to provision the relevant roles to a user:

• Resource Role or Person Type

  The Resource Role or Person Type condition specifies the job and abstract roles assigned to users.

• HR Assignment Status

  The HR Assignment Status condition ensures that the provisioned job roles are automatically removed if the user is terminated.

  The HR Assignment Status condition isn't applicable to partner users who are created as external sales users. As a result, the partner provisioning rules specify only one condition, Resource Role.

The Requestable, Self-Requestable, and Autoprovision options are enabled for each role assigned by the provisioning rules.

Provisioning Rule Name	Condition	Job or Abstract Roles Provisioned
Channel Account Manager	HR Assignment Status is Active Resource Role is Channel Account Manager	Channel Account Manager Resource
Channel Sales Manager	HR Assignment Status is Active Resource Role is Channel Sales Manager	Channel Sales Manager Resource
Channel Operations Manager	HR Assignment Status is Active Resource Role is Channel Operations Manager	Channel Operations Manager Resource
Chief Executive Officer	HR Assignment Status is Active Resource Role is Chief Executive Officer	Sales VP Resource
Contract Administrator	HR Assignment Status is Active Resource Role is Contract Administrator	Contract Administrator Resource
Contract Manager	HR Assignment Status is Active Resource Role is Contract Manager	Contract Manager Resource
Customer Data Steward	HR Assignment Status is Active Resource Role is Customer Data Steward	Customer Data Steward Resource
Data Steward Manager	HR Assignment Status is Active Resource Role is Data Steward Manager	Data Steward Manager Resource
Inside Sales Manager	HR Assignment Status is Active Resource Role is CX Inside Sales Manager	Inside Sales Manager Resource
Inside Sales Representative	HR Assignment Status is Active Resource Role is CX Inside Sales Representative	Inside Sales Representative Resource
Partner Administrator	Resource Role is Partner Administrator	Partner Administrator
Partner Sales Manager	Resource Role is Partner Sales Manager	Partner Sales Manager
Partner Sales Representative	Resource Role is Partner Salesperson	Partner Sales Representative
Sales Administrator	HR Assignment Status is Active Resource Role is Sales Administrator	Sales Administrator Resource
Sales Lead Qualifier	HR Assignment Status is Active Resource Role is Sales Lead Qualifier	Sales Lead Qualifier Resource
Sales Manager	HR Assignment Status is Active Resource Role is Sales Manager	Sales Manager Resource
Sales Representative	HR Assignment Status is Active Resource Role is Salesperson	Sales Representative Resource
Sales Restricted User	HR Assignment Status is Active Resource Role is Sales Restricted User	Sales Restricted User Resource
Sales Setup User	HR Assignment Status is Active Resource Role is Sales Setup User	Application Implementation Consultant IT Security Manager Application Diagnostics Administrator Sales Administrator Sales Analyst
Sales Vice President	HR Assignment Status is Active Resource Role is Sales Vice President	Sales VP Resource
Contingent Worker	HR Assignment Status is Active System Person Type is Contingent Worker	Contingent Worker
Employee	HR Assignment Status is Active System Person Type is Employee	Employee

Resource Roles and Provisioning Rules for Digital Sales Access

When you assign these four resource roles to resources, the role provisioning-rules created automatically by the Setup Assistant provide access to the Digital Sales UIs.

• CX Inside Sales Representative
• CX Inside Sales Manager
• Sales VP
• Sales Administrator

The job roles provisioned by the Sales VP and Sales Administrator provisioning rules provide access to the CX Sales UIs as well as the Digital Sales UIs. Before creating users, edit the Inside Sales Manager and Inside Sales Representative provisioning rules so that they also provide access to the CX Sales UIs. For information on how to do this, see the topic Modify the Provisioning Rules for Digital Sales.

Resource Roles and Provisioning Rules for Service

Oracle provides resource roles for the Service offering which are used to provision the standard service job roles. Oracle also provides the role provisioning rules for these resource roles so that service users are automatically assigned the job and abstract roles they need.

These are the service role provisioning rules provided by Oracle, the condition that triggers the provisioning, and the job and abstract roles each rule provisions.

Provisioning Rule Name	Condition	Job or Abstract Roles Provisioned
Service Vice President	HR Assignment is Active Resource Role is Service Vice President	Customer Service Manager Resource
Service Administrator	HR Assignment is Active Resource Role is Service Administrator	Customer Relationship Management Application Administrator Resource
Service Manager	HR Assignment is Active Resource Role is Service Manager	Customer Service Manager Resource
Service Representative	HR Assignment is Active Resource Role is Service Representative	Customer Service Representative Resource

Note: If you didn't use the Create Company Information quick setup task to set up your company information, then the predefined role provisioning rules aren't created; you must create the provisioning rules yourself. For information about creating provisioning rules, see the topic Create Rules to Automatically Provision Job Roles to Sales Users.