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How do I add a Staff Profile?

Environment:

Staff Account Profiles
Oracle B2C Service, all versions

Resolution:

Profiles define the amount of access staff members have to administrative components in your Oracle B2C Service application. Administrators can define specific profiles for staff members to allow greater flexibility in defining who has access to specific types of records, analytics, and administrative features and to specific interfaces.

When creating new profiles, it is possible to create profiles that allow access to features that you may not have access to yourself. However, when creating staff accounts, you can only assign profiles with features that you yourself have access to. Profiles that have more functionality than your own are grayed out when you add a new account. For example, if you cannot access and edit answer records, you cannot assign profiles that allows the ability to edit answers.

To add a new profile, use the steps below:

1. From the Configuration menu in your Navigation set, select Staff Management > Profiles.
   
   
2. Click the New button on the ribbon. 
   
   
   
   
3. Type in the name for your new profile. 
   
   
4. Enable the appropriate features on each of the tabs
   
   
5. Click the Permissions button on the ribbon. 
   
   
6. Enable the appropriate features on each of the tabs.
   
   
7. Click the Analytics button on the ribbon.
   
   
8. Enable the appropriate features on each of the tabs.
   
   
9. Click the Save and Close button on the ribbon.

Next, add or edit a staff account so that the staff member uses the profile you have created.  From the Staff Accounts table, open the account and set the Profile field to the profile you have configured.

When creating a new profile, several tabs display which allow you to enable specific features and functions within the application. 

Notes:

There are prerequisites for creating profiles. The following items must be created before adding profiles.

• Navigation Sets--Profiles without navigation sets do no allow access to reports an other components.
• Custom Workspaces--If you use custom workspaces, we recommend creating them before creating profiles so you can assign workspaces to specific profiles.