1. Securing Sales and Fusion Service
  2. Modify the Provisioning Rules for Digital Sales

Modify the Provisioning Rules for Digital Sales

Modify the predefined role-provisioning rules for the Inside Sales Representative and Inside Sales Manager job roles to give sales users all the permissions they need to do their work in both Digital Sales and CX Sales UIs.

Users who want to work in both the Digital Sales UIs and the CX Sales UIs must have two job roles: one to provide access to Digital Sales (Inside Sales Manager or Inside Sales Representative), and one to provide access to CX Sales (Sales Manager or Sales Representative).

The predefined Inside Sales Manager and Inside Sales Representative role provisioning rules only provision the Digital Sales job roles, but you can edit the rules so that they also provision the CX Sales roles. Here's what you have to do.

  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, go to the following:

    • Offering: Sales

    • Functional Area: Users and Security

    • Task: Manage HCM Role Provisioning Rules

  3. On the Role Mappings page, search for the role mapping for the CX Inside Sales Manager resource role:

    1. In the Search region, click the Resource Role list.

    2. Search for and select the CX Inside Sales Manager resource role.

    3. Click Search.

      The Search Results display the mappings for the CX Inside Sales Manager resource role.

  4. Click the mapping name and make the following edits:

    1. On the Edit Role mapping page, in the Associated Roles region, click Add Row (the plus sign icon).

    2. In the new row, search for and add the Sales Manager job role.

    3. Select the Autoprovision option for the role.

    4. Click Save and Close.

  5. Repeat step 3 for the CX Inside Sales Representative resource role.
  6. Repeat step 4 to add the Sales Representative job role to the provisioning rule for the CX Inside Sales Representative resource role.
  7. When you are finished, click Done.

Results:

Any users assigned the CX Inside Sales Manager or CX Inside Sales Representative resource roles are now automatically provisioned with both job roles they need.