Enable Sales Administrators to Test Configurations in the Sandbox

Modify the security role-provisioning rules to make it possible for administrators to assign themselves the job roles they need for testing custom configurations in the sandbox.

For viewing and testing the custom objects they create, administrators must have the Custom Objects Administration (ORA_CRM_EXTN_ROLE) role. To test job role-specific configurations, they must have the same job role. In this example, we are looking at sales administrators.

Modify the Provisioning Rule for Sales Administrators

1. Sign in as a setup user or the initial user you received when you signed up with Oracle.

2. In the Setup and Maintenance work area, use the following:

   • Offering: Sales

   • Functional Area: Users and Security

   • Task: Manage HCM Role Provisioning Rules

3. On the Manage Role Mappings page, search for the role mapping for sales administrators:

   1. In the Search region, click the Role Name list and select the Search link.

   2. In the Search and Select window, enter Sales Administrator in the Role Name field and click Search.

   3. Select the role name and click OK.

   4. Click Search.

4. On the Manage Role Mapping page, click Search.

   The Search Results display the mappings with the Sales Administrator job role.

5. Click the mapping name of each mapping and make the following edits:

   1. In the Associated Roles region, click Add Row (the plus sign icon) and add the job roles required for testing.

   2. For each job role, select the Requestable and the Self-requestable options and deselect Autoprovision. You don't want the job roles assigned to the sales administrators automatically.

   3. If you're creating your own objects, then you must also add the Custom Objects Administration role. The application automatically generates this object role the first time you create an object. For this job role select all of the options: Requestable, Self-requestable, and Autoprovision. All users creating their own objects must have this role.

   4. Click Save and Close.

6. When you have added the job roles to all the provisioning rules, click Done.