Creating Employee as Operator

Creating an employee as an Operator involves two steps:

1. Setup Employee
2. Setup Operator

To create an employee as Operator, follow this procedure:

1. Access the Oracle Financial Services Cloud application.
2. From the Menu, select Entitlements and then select Employee.
3. In the Employee landing page, select Create.
4. In Setup Employee pop-up, select Employee as Operator.
5. Select Continue.
6. In the Basic Information section, enter the following details:
   1. Enter the employee's email ID in Email.
   2. (Optional) Select the Prefix.
   3. Enter First Name and Last Name of the employee.
   4. (Optional) Enter Middle Name of the employee.
   5. (Optional) Select either Sr or Jr in Suffix.
   6. (Optional) Enter the Date Of Birth of the employee in mm/dd/yyyy format.
   7. (Optional) Enter the Social Security Number in SSN.
   8. (Optional) Enter the Employee ID, Job Code, and Job Title of the employee.
7. Under Operations Company, select Add Operations Company page, and select the operations company which you want to associate.
8. Select Save to create the employee and save its details.
9. In Setup Login enable the toggle button to set up the login details.
   • The Login Name is populated with the Email you have entered. You can enter another Login Name if required. You can set up the login later as well.

     Note:

     Ensure that you use the same login name as in the OCI Identity Domain.

     Note:

     You cannot change the Login Name after the Operator is created.
10. Select Save to save its details, or Save & Exit to save and return to the landing page.

Once the operator, along with their login credentials is created, an email with Activation Link is sent. Select the link in the email to create a new password. Once the operator sets the password, they can log in to OFSC application using their credentials.

Note:

You can edit the Operator details to change the associated Operations Company, provided you have not configured entitlements for the Operator.