Create Setup Users

Follow this procedure to create users who can perform the sales setup discussed in this guide. This procedure applies to both CX Sales and Digital Sales.

1. In the Setup and Maintenance work area, go to the following:

   • Offering: Sales

   • Functional Area: Users and Security

   • Task: Manage Users

   Alternatively, click Navigator > My Team > Users and Roles.

2. On the Search Person page, click Create.

3. On the Create User page, in the Personal Details region, enter the user's name and a unique email address.

   The application automatically sends user notifications to this email address unless you disable notifications in the Security Console.

4. In the User Details region, you can enter a user name.

   If you leave the User Name field blank, the application automatically creates a user name for you. By default, the application uses the email unless you made changes in the Security Console.

5. To automatically send an email notification to the user, select the Send user name and password option in User Notification Preferences. The email includes a link to create a password in the application.

   Note: If this option isn't available, notifications may be disabled. Check the notification settings in the Security Console.

6. Select these values in the Employment Information region:

   Field	Value to Select	Comments
   Person Type	Employee	For setup only. The user need not be an employee.
   Legal Employer	Your company name followed by the letters LE	The legal employer name is used for setup only, so doesn't have to correspond to any actual entity.
   Business Unit	Your company name followed by the letters LE BU	The business unit name, like the legal employer name, is used for setup only.

7. In the Resource Information section, select Sales Setup User from the Resource Role list.

8. Click Autoprovision Roles.

   The Role Requests region displays the following roles:

   • Application Diagnostics Administrator

   • Application Implementation Consultant

   • IT Security Manager

   • Employee

   • Sales Analyst

   • Sales Administrator

   The role request process may take a few minutes to complete because it's set to run periodically. You can view the status of the request anytime you edit the user.

9. Click Save and Close.

   If you selected the Send user name and password option and notifications are enabled, the application sends the new account notification email. If you didn't select this option, then you must reset the password for the user using the procedure described in the Resetting User Passwords topic. After you create the user, you can no longer update the email address in this UI. You can instead update the email address on the Users tab in the Security Console.