Creating Operator

Setting up an employee as an Operator involves two steps:

1. Setup Operator: Search and select an Employee and an Operations Company.
2. Setup: Select whether to create login credentials for the Operator or not.

To set up an employee as an Operator, follow this procedure:

1. Access the Oracle Financial Services Cloud application.
2. From the Menu, select Entitlements and then select Operator.
3. Select Create.
4. Under Employee, select Add Employee and select the employee.
5. Under Operations Company, select Add Operations Company and select the Operations Company.
6. Under Setup Login, enable the toggle button to enter the operator's login name. You can add it later as well.
7. Under Login Name, enter the login name of the Operator. Ensure that you are using the same login name in both the Identity Domain and Oracle Financial Services Cloud.
8. Select Save to save the details, or select Save & Exit to save the details and return to the landing page.

Once the operator is created, they will receive an email with Activation Link. 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.