Methods of Creating Sales Users

You can create setup and sales application users in either of these ways:

• Create users individually in the Manage Users work area.

  You can navigate to this work area using the Navigator menu from any application page.

  Use this method to create setup users, and to create individual sales application users.

• Import users using the Import Management functionality or using the Quick Import Excel macros which you can download from My Oracle Support.

  Import users if you have a large number of users to create. To import users, you must understand how user attributes are represented in the application and how to map the source attributes to the attributes required by the application. You can't import setup users because the import process requires you to import sales resources. For additional information about importing users, see the following information at http://docs.oracle.com/:

  • The chapter about importing users in the guide Implementing Sales

  • The chapter about importing employee resources in the guide Understanding Import and Export Management for Sales and Fusion Service

Note: Don't use the Security Console for creating individual users. You must create sales users as resources who are part of the sales resource hierarchy and you can't create sales resources in the Security Console. Use the Security Console to perform the user management tasks, such as resetting user passwords and updating user email addresses, described in this guide.