Using the CRM Resource Manager responsibility, complete the below steps:

1. In the Resource Manager, Navigate into maintain Resources -> Import Resources.
and then Import your employees as resources.

2. In the Resource Manager, Navigate into maintain Resources -> Resources
In the Resource Manager, query the newly imported resources and add one or more roles to each resource. Loans has two roles, Loan Manager and Loan Agent

Assign the oracle user name that 'll be used to acess the Loan Manager/Loan Agent responsibility.