Steps for Setting Up Role Provisioning

Before you create sales users, there are some role provisioning setup tasks you might have to perform, such as creating additional resource roles or role provisioning rules. These tasks are described in this topic.

Create Additional Resource Roles

Resource roles are provided for the most commonly used job roles included with the application. Resource role and job role names are the same except for the Salesperson resource role, which provisions the Sales Representative job role, and the Chief Executive Officer resource role, which provisions the Sales Vice President job role. Review the predefined resource roles provided with the application and determine whether or not you require additional resource roles.

You create additional resource roles using the Manage Resource Roles task from the Setup and Maintenance work area in the following circumstances:

• You are creating users with job roles that aren't provided by Oracle, or your organization uses different job titles. For example, you must create a Digital Marketing Manager resource role if you want to include the Digital Marketing Manager title in your organization chart. It's not one of the resource roles created for you.

• You want to provision a user or a subset of users with special privileges. For example, if one of the sales managers in the organization is also in charge of maintaining territories and sales processes, then you create a new resource role that you can provision with both the Sales Manager and the Sales Administrator job roles.

For information on creating additional resource roles, see the topic Create Additional Resource Roles.

Create Additional Role Provisioning Rules

Predefined role provisioning rules are created automatically when you set up your company information using the Create Company Information quick setup task. A role provisioning rule is provided for the standard resource roles included with the application but you must create provisioning rules for any additional resource roles you create.

When you're creating provisioning rules for users who are sales resources, each rule must provision both the relevant job role and the Resource abstract role. You can assign multiple job roles to an individual. For information about creating provisioning rules, see the topic Create Rules to Automatically Provision Job Roles to Sales Users.

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 have to create the provisioning rules yourself. For information about the predefined provisioning rules, see the topic Role Provisioning. For information about setting up your company information, see the Implementing Sales guide.

Modify Predefined Provisioning Rules

You might have to edit the predefined role provisioning rules in these circumstances:

• If you create custom roles based on the predefined roles, you'll also need to edit the predefined provisioning rules for those roles.

  For example, it's recommended that you use a custom version of the Employee abstract role to avoid unnecessary licensing charges. This means that you'll also need to edit the predefined rule that provisions the Employee role so it provisions the custom role instead. For additional information, see the topic How to Configure the Employee Abstract Role for Sales Users.

• If a predefined provisioning rule doesn't provision all the roles you want to assign to users.

  For example, the Inside Sales Representative and Inside Sales Manager provisioning rules provision users with the roles they need to use the Digital Sales UIs but not with the roles they need to access the CX Sales UIs. Edit these provisioning rules so that they provide users with access to both UIs. For information, see the topic Modify the Provisioning Rules for Digital Sales.