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Setting Up Users

OVERVIEW

Users are manually created through the User Administration List page by clicking the Add button. When creating a user, the User Administration page appears.

After the required properties have been entered on the User Administration page, clicking the Add button will create the user. Clicking the Cancel button will return the admin to the User Administration List page without creating the user.

ClosedUser Properties (Admin Tab)

When creating or modifying a user, the admin can specify the following properties on the Admin tab of the User Administration page:

Table 1.1: User Properties on the Admin Tab
Property Panel Description
*Login Main Information

The username that the user will use to login to the system. The Login cannot be the same login as any other user on the site and can be changed after the user is created.

See the Login (Username) Guidelines section below for Login name criteria information.

Password Main Information

The password that the user will use to log in to the site. Leaving the password field blank will create a temporary password. Selecting the Email Password checkbox will send an email containing the password (either manually entered by the admin or generated by the system) to the email address in the Email field.

After the user has been created, a Reset Password button will allow the admin to reset the user’s password. The new password will be emailed to the user.

*Email Main Information

The email address of the user. If applicable, the system will send approval notifications and broadcast emails to this email address.

Note: You can give any user multiple email addresses in his/her user profile. In the Email field, separate multiple email addresses with a comma. For example: email1@email.com, email2@email.com. All emails sent by the system to a user will be sent to all email addresses defined in the user's profile.

Note: Email addresses can be validated to enforce that all active user email addresses are unique. See the Unique Email Address Validation section below for more information.

Type Main Information The user type of the user. For more information on user types, see the User Administration Overview topic.
Web Services Only Main Information When selected, the user can only access the system by logging in through the SOAP or REST APIs. The user will not be able to access the CPQ Cloud user interface. For more information on CPQ Cloud Web Services see the An Overview of Web Services 2.0 and SOAP APIs and REST API Overview topics.
Create/Modify Users Main Information The Create/Modify Users checkbox only shows if FullAccess is selected for Type. Selecting this option allows the user to create new users and modify other users. For more information, see the User Administration Overview topic.
*First Name Personal Information The user’s first name.
Last Name Personal Information The user’s last name.
Job Title Personal Information The user’s job title.
Phone Personal Information The user’s phone number.
Fax Personal Information The user’s fax number.
Language Preference Preferences The user’s preferred language. The admin can choose from a list of the site’s supported languages. The user will see system defined strings on both the admin and user side of the application in this language. For more information on languages and translations, see the Internationalization Overview topic.
Currency Preference Preferences The user’s preferred currency. The admin can choose from a list of the site’s supported currencies. With a few exceptions, all Transactions created by the user will use the user’s preferred currency. For more information on these exceptions and how Transaction currency can be determined, see Selecting Transaction Currency.
Number Format Preferences

The user’s preference for how decimals are separated in Configuration and Commerce Float attributes (whether the radix point is a period or a comma). The admin can choose between ####.## where a period is the decimal separator and ####,## where a comma is the decimal separator.

Note: Float attributes do not have thousands separators.

Note: Currency attributes are formatted based on the Transaction’s currency.

Units Preferences The user’s unit-type preference. The user will see this unit-type preference as the default unit for all numeric Configuration attributes that are tied to a Conversion Class. The admin can choose either the System Default unit-type to show (which will be either English or Metric), or English or Metric units to be shown as the default unit. For more information on units and Conversion Classes in CPQ Cloud, see Unit Conversions.
Date/Time Format Preferences

The user’s date and time format preference. The user will see dates formatted within the application in accordance with his/her preference. The admin can choose between several Date/Time Format options:

  • MM/dd/yyyy h:mm a
  • MM/dd/yyyy HH:mm
  • dd/MM/yyyy HH:mm
  • dd.MM.yyyy HH:mm
  • yyyy/MM/dd HH:mm

Note: A user’s Date/Time Format setting will not be used in places within the application where date and time format can be explicitly set by the admin, such as in a Document Designer or Email Designer output.

Time Zone Preferences The user’s time zone. The user will see all dates/times within the system based on his/her Time Zone. There are 67 times zones for the admin to choose from.
Notification Preference Preferences

When Email is selected for Notification Preference the user will receive approval notification emails, Submit sub-action notification emails, and Transition Rule notification emails from the system. When Email is not selected, the user will not receive any notification emails from the system, even if the criteria to send him/her a notification email is met.

Note: Users that elect not to receive notification emails from the system will still receive Broadcast Emails.

Delegated Approver Preferences The active user that will receive the same approval notifications as the user and can approve or reject Transactions on his/her behalf. Typically the Delegated Approver is set by the user when he/she will be out of the office and cannot access the system to perform his/her approvals. For more information, see Delegated Approvers.
Various Fields Bill To

The user’s address for billing.

Note: For Host Company users, Bill To fields are not typically used as an actual billing address, but rather they are typically used to give sales rep contact information attributes values on Transactions. All Bill To fields are system variables and can be referenced as attribute defaults and in BML functions.

Various Fields Ship To

The user’s address for shipping, which can be set to use the Bill To address information by selecting the Same as Bill To checkbox.

Note: For Host Company users, Ship To fields are not typically used as an actual shipping address, but rather they are typically used to give sales rep contact information attributes values on Transactions. All Ship To fields are system variables and can be referenced as attribute defaults and in BML functions.

*Required field when creating a user


ClosedPartner Info Page

On sites that are set up to integrate with Salesforce or eSignature (DocuSign), a Partner Info button exists on the bottom of the Admin tab of the User Administration page.

Clicking the Partner Info button opens the Partner Info page.

The Partner Info page is used to store partner login credentials and to generate/revoke the user’s OAuth tokens. For more information on the Partner Info page, see Integrations and the Partner Info Page. For more information on the integrations that utilize the Partner Info page, see Salesforce Integration and DocuSign eSignature Integration.


ClosedGroups Tab

Clicking the Groups tab allows the admin to manage the Groups that the user is a member of.

The Group List shows all Groups on the site, while Selected Groups shows the Groups that the user is a member of. Selecting a Group in either list and then clicking the arrow button that points to the opposite list will move the Group to the opposite list.

For more information on Groups, see Setting Up Groups.


ClosedAccess Permissions Tab

The Access Permissions tab allows the admin to further restrict the access of FullAccess users that do not have permission to create and modify users. The Access Permissions tab only appears on the User Administration page of FullAccess users that do not have permission to create and modify users, and only after the users have been created. Clicking the Access Permissions tab reveals access restriction options.

The admin can choose to restrict the user’s admin access to only selected Product Families, Supported Product Families, and Data Table Folders. For more information, see Admin Access Control.


ADMINISTRATION

ClosedAccessing the User Administration List Page

  1. Click Admin to go to the Admin Home Page.
  2. Click Internal Users in the Users section.

    The User Administration List page appears.


ClosedCreating a User

  1. On the User Administration List page, click the Add button.
  2. Enter a Login, Email, and First Name for the user.
  3. Fill out additional, option fields as desired.
  4. Click the Add button at the bottom of the page.

ClosedHost Company Login (Username) Guidelines

There are several guidelines for creating valid Host Company user Logins (usernames):


ClosedUnique Email Address Validation

Email addresses can be validated to enforce that all active user email addresses are unique.

Open a ticket on My Oracle Support to enable or disable email address validation. If you are enabling email address validation, confirm that your users do not share email addresses before submitting the ticket.


NOTES

      Clicking My Profile displays information related to the logged in user.
    If a site exceeds the license limitations on any of the license types (Internal User & Partner Organization User), the administrator will not be allowed to create any new users until the license count is decreased and no longer exceeds the license limit.

    When the license limit is reached, an error message appears instructing the administrator to contact Customer Support and purchase additional licenses.

RELATED TOPICS

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