The Accounts tab provides account management through links to a number of different pages. The Address Book page displays all your customer contacts and users in Oracle Advanced Support Platform. The Groups page displays groups of which you are a member. Oracle Advanced Support Platform provides the ability to group these users and contacts according to common criteria, such as geographic location.
All Oracle Advanced Support Platform users are assigned roles to enable them to perform different tasks or associated them with a particular Oracle contract. The Policies and Assignments page displays all the policies and assignments, which determine your access to Oracle Advanced Support Platform applications. You can also view all contracts for your organization on the Contracts page.
Finally, the Accounts tab provides the ability to manage your Oracle Advanced Support Platform user profile by editing your contact information and preferences.
Account Management for Customer User Administrators (CUAs)
The Address Book provides the ability to view all your organization's Oracle Advanced Support Platform users and contacts on one page, where:
A user has an account in Oracle Advanced Support Platform, enabling them to access Oracle Advanced Support Platform.
A contact is an individual who is involved with Oracle services and packages whose details have been registered in Oracle Advanced Support Platform. Contacts may or may not have access to Oracle Advanced Support Platform.
On the Address Book page, you can customize the fields display or filter the users displayed by entering filter criteria. You can also search for users using the Search field. The Search field autocompletes search criteria entered, returning the first user in the displayed list that matches the criterion.
None.
Log in to Oracle Advanced Support Platform.
The Oracle Advanced Support Platform Home page appears.
Click the Accounts tab, then select your organization name from the Customer list in the top right corner of the View Accounts page.
The View Accounts page reappears, displaying all your services.
Click Address Book in the left pane.
The View Contacts page appears, displaying the following information for all contacts:
| Field | Description |
|---|---|
| Displays the contact's e-mail address. | |
| Type | Indicates whether the contact is:
|
| User Status | Indicates whether the user status is:
|
| Notification Only | Indicates whether contact is a user or non-user |
| Applications | Specifies the applications that the customer user can access, such as CAM or OMP. |
| First Name | Displays the contact's first name, as registered in the Oracle Advanced Support Platform address book |
| Last Name | Displays the contact's last name, as registered in the Oracle Advanced Support Platform address book |
| Phone Number | Displays the contact's phone number. |
You can perform the following actions on the View Contacts page:
Note:
Most frequently used operations are displayed under Address Book in the left pane. All the options listed here are available on the menu bar of the View Contacts page.Filter displayed contacts - Click any column name to sort the contacts displayed by that column. For example, click Name to sort alphabetically by name.
Click the same column again to reverse the sort order. Clicking the Name column again sorts in reverse alphabetical order.
Search contacts - In the Search field on the menu bar, enter the contact's e-mail address, phone number, type, notification only, user status, applications, or first or last name. You can also use the wildcard %. Then click the Search icon. The View Contacts page is refreshed, displaying the contact(s) matching the full or partial entry.
Customize the contact page - Click Customize Views to view a list of the columns displayed on the View Contacts page. Visible columns are indicated by a checkmark.
To hide a column, select the column in this list, which removes the checkmark. You can also click Show All to show all columns.
To reorder this list, click Reorder columns, then use the arrows to alter the display. Click Save to save the changes, then click OK to confirm the changes.
View detailed user information - Click a user name to view more detailed information about the user.
Oracle Advanced Support Platform provides the ability to group users in your organization according common criteria, such as geographical location. The Accounts tab displays your group memberships.
None.
Log in to Oracle Advanced Support Platform.
The Oracle Advanced Support Platform Home page appears.
Click the Accounts tab, then select your organization name from the Customer list in the top right corner of the View Accounts page.
The View Accounts page reappears, displaying all your contacts.
Click Users and Groups in the left pane. Then click View Groups.
The View Groups page appears, displaying the following information for each of the groups listed:
| Field | Description |
|---|---|
| Name | Displays the group name |
| Description | Displays a brief description of the group |
You can perform the following actions on the View Groups page:
Note:
Most frequently used operations are displayed under Users and Groups in the left pane. All the options listed here are available on the menu bar of the View Groups page.Filter displayed groups - Click any column name to sort the groups displayed by that column. For example, click Name to sort alphabetically by name.
Click the same column again to reverse the sort order. Clicking the Name column again sorts in reverse alphabetical order.
Search groups - In the Search field on the menu bar, enter the group's name or description. You can also use the wildcard %. Then click the Search icon. The View Groups page is refreshed, displaying the group(s) matching the full or partial entry, but ignoring case.
Customize the group page - Click Customize Views to view a list of the columns displayed on the View Groups page. Visible columns are indicated by a checkmark.
To hide a column, select the column in this list, which removes the checkmark. You can also click Show All to show all columns.
To reorder this list, click Reorder columns, then use the arrows to alter the display. Click Save to save the changes, then click OK to confirm.
Oracle Advanced Support Platform provides the ability to update your user profile, including contact information and preferences.
You are the Oracle Advanced Support Platform Customer User Administrator for your organization.
To customize your user profile:
Log in to Oracle Advanced Support Platform.
The Oracle Advanced Support Platform Home page appears.
Click the Accounts tab, then select your organization name from the Customer list in the top right corner of the View Accounts page.
The View Accounts page reappears, displaying all contacts.
Click Users and Groups in the left pane. Then click User Profile.
The User Profile page appears.
Modify the following fields as required, then click Save.
| Area | Field | Description |
|---|---|---|
| Username | Title | One of the following values:
|
| User Type | ||
| First Name | Your first name | |
| Last Name | Your last name | |
| Home Page | URL for your home page | |
| Preferences | Language | Your preferred display language |
| Time Zone | Time zone in which you work | |
| Date Format | Format to be used when displaying dates | |
| Time Format | Format to be used when displaying time | |
| Contact Information | E-mail Address | Your e-mail address |
| Notification | Check this check box to receive notifications from Oracle Advanced Support Platform to this e-mail address | |
| Phone Numbers | Phone number corresponding to the e-mail address entered | |
Type of phone number, having one of the following values:
|
||
| Addresses | Add Address | Add postal addresses as required. |
The updated User Profile appears, displaying the new information.