Assign User Access in Oracle Utilities

This section discusses how to authorize the synchronized CX for Utilities Agent Service and CX for Utilities Sales users to access your Oracle Utilities data and applications.

Note:

The steps in this topic are written for Oracle Utilities Customer Cloud Service. If you are using another Oracle Utilities customer information system, refer to the documentation for your identity management system to determine how to complete these steps for your implementation. Contact your implementation team for additional assistance.

The authorization must be configured in both the Customer Cloud Service identity domain and from within the Customer Cloud Service application.

In the Customer Cloud Service identity domain, the users must be assigned to the appropriate roles in the application that represents your Customer Cloud Service environment. The role assignment is done directly or indirectly by groups.

• Direct assignment: Use this approach for scenarios where a limited number of new users are added occasionally. For example, use this method during the implementation phase.

• Indirect assignment via groups: Use this approach for scenarios where large numbers of users are on-boarded, or when new users are added on the regular basis. For example, use this approach for ongoing production user management. When using this approach:

  • Consider creating one or more groups in Customer Cloud Service identity domain before you begin and assign these groups to the application roles.

  • Then add newly synchronized users to the group(s), which automatically provides these users with access to Customer Cloud Service. For more details on user access management for Customer Cloud Service, see the Cloud Service Administration Guide, available in the Customer Cloud Service library.

These two roles are required for the access to CX for Utilities Agent Service and CX for Utilities Sales features:

• AppUser

• AppWebService

To assign an individual user or a group to the Application Role in Customer Cloud Service, complete these steps:

1. Log in to your Customer Cloud Service identity domain in your Oracle Cloud Infrastructure account. You can get this link from your welcome email. If you have questions about which tenancy and domain to log in to, contact your Oracle Support team.

2. Select Oracle Cloud Services and then select your Customer Cloud Service application that represents your environment. For example, CCS-DEV12-(ABCDEF).

3. Select the Application roles tab. You will complete these steps for both the AppUser and the AppWebServices roles:

   1. Select the action menu on the application role that you want to assign the user or group to, and then click Assign groups or Assign users.

   2. On the next screen, search for and select the utility agent groups or users you want to assign to the role, and then click the Assign button.

4. Now log in to your Customer Cloud Service system as an administrator.

5. Complete the steps provided in the topic "Configuring Just In Time Provisioning" in the Cloud Service Administration Guide, which is available in the Customer Cloud Service library. You will set up the template users for the various utility agent roles and assign these templates to the corresponding Identity Domain groups.