Setting Up Public Users

Public user setup includes configuration options related to public user registration and account management.

To set up public users:

  1. Select Common Setup > Public User Setup.

  2. In the Terms of Use section of the page, configure these options:

    Page Element

    Description

    Require the user to accept the terms of use before registering

    Select this check box if public users must accept your terms of use as part of the registration process.

    Terms of Use ID

    If you require public users to accept your terms of use during registration, select the terms of use definition for the registration process.

    This field is visible only if the Require the user to accept the terms of use before registering check box is selected.

    Note: If you change the Terms of Use ID, users who have already registered are required to accept the new terms the next time they sign in. In this scenario, a window with the new terms opens as soon as the public user signs in. The user must select the agreement check box in order to continue.
  3. In the Contractor and License section of the page, configure these options:

    Page Element

    Description

    Agency staff verifies when a user’s contractor status changes to yes

    Select this check box if agency staff must verify the contractor status of a public user who self-identifies as a contractor.

    Agency staff verifies when a user adds or updates a license

    Select this check box if agency staff must verify all licenses that are added to a user profile. Public users can add one license during the registration process. Public users and agency staff can add additional licenses using account management functionality.

  4. In the Attachments section of the page, configure these options:

    Page Element

    Description

    Allow agency staff and registered users to manage documents in account management

    Select this check box to enable attachments in user accounts. When you enable attachments, both users and agency staff can add attachments to user accounts and modify information about existing attachments.

    Agency staff can also delete attachments, but public users can’t delete attachments unless you also select the “Allow registered users to delete documents in account management” check box on this page.

    Allow registered users to delete documents in account management

    Select this check box to allow public users to delete attachments that are associated with their account. This setting does not affect agency staff, who can always delete account attachments.

    This check box is visible only if you enable attachments by selecting the “Allow agency staff and registered users to manage documents in account management” check box.

    Document Group ID

    If you want to enable document categories and subcategories for public user account and profile attachments, select the document group with the appropriate categories. A document group consists of a set of related categories.

    If you leave this field blank, the public user attachment pages won’t have fields for identifying attachment categories and subcategories.

    This field is visible only if you enable attachments by selecting the “Allow agency staff and registered users to manage documents in account management” check box.

  5. In the Privacy Consideration section of the page, you can select only one option. The agency either hides name and contact information for all registered users from public view or gives the registered user the option of hiding their information.

    Page Element

    Description

    Hide contact information of all registrants from public view

    Select this check box to hide the name and contact information of all applicants and contacts registered in the system from public view on applications. Only the applicant, their contacts with application access, and agency staff can view the contact information on an application.

    When you select this option, registered users will not see the option to hide their name and contact information on the registration page or in account management.

    Provide option for registrants to hide their contact information from public view

    Select this check box to give public users the option on the Register page to hide their name and contact information when a member of the public views the user's applications.

    If this check box is selected, the initial registration page gives users the opportunity to hide their information. The public can still view the property address even if the user’s information is hidden.

    After a user registers, either the user or agency staff can update this preference using Account Management functionality.

  6. In the IVR Access Code section of the page, configure this option.

    This section is only available when IVR is enabled for permits at the agency level.

    Page Element

    Description

    Enable IVR Access Code (Enable Interactive Voice Response Access Code)

    Select this check box to:

    • Display the IVR Access Code field during account registration on the Register page.

    • Require applicants to provide their 4-digit PIN when accessing inspection records using IVR.

    • Enable registered public users to maintain their 4-digit PIN in account management.

    When you deselect this check box, the IVR Access Code field is hidden on the Register page and applicants can use the IVR system without a PIN.

    For more information, see The Public User Registration Process and Managing Public User Accounts.

    Oracle recommends requiring an IVR access code for applicants calling into an IVR system. For more information about configuring IVR for agencies, see Setting Up Agency-Level Options for Permits and Setting Up a Proxy Role and User for Interactive Voice Response.

  7. In the User Category section of the page, configure this option:

    Page Element

    Description

    Enter a user category for appropriate notification content and URL redirection parameters for system access

    Enter the user category to be assigned to registered public users. Typically you should use the delivered category DEFAULT.

    The user category that you specify will be associated with user accounts that are created by the public user registration process.

    The category controls the templates for account-related notifications such as emails for first-time registration and for resetting the account password. The category also controls URL redirection so that when users set or reset their password in the Oracle Applications Cloud, they are immediately transferred to the public sector system.

    For more information about user categories, see Managing Users in Oracle Permitting and Licensing and Setting the Next URL for the Default User Category.

  8. Click Save.