This chapter describes how to manage accounts for customer users and customer user administrators (CUAs) in Oracle Advanced Support Platform.
(Customer User Administrators Only) Managing Users and Contacts
The Accounts tab provides account management through links to a number of different pages. Under User Management, the View Users page provides the ability to see and search user information for your organization. The Customer Contacts page displays all Oracle Advanced Support Platform contacts, from your organization and from Oracle. You can also edit your contact information and preferences on the User Profile page.
(Customer User Administrators Only) Managing Users and Contacts
User Management page 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 User Management 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.
The View Organization page appears, displaying your organization's information.
Click User Management in the left pane, then click View Users.
The View Users page appears, displaying the following information for all entries:
| Field | Description |
|---|---|
| User Name | Username for this Oracle Advanced Support Platform account. |
| First Name | User's first name, as registered in Oracle Advanced Support Platform. |
| Last Name | User's last name of the user, as registered in Oracle Advanced Support Platform. |
| E-mail 1 | User's e-mail address, as registered in Oracle Advanced Support Platform. |
| Phone Number 1 | User's phone number, including country and area codes. |
| Language | Language associated with the user's Oracle Advanced Support Platform account. |
| Country | User's country of residence or work, as registered in Oracle Advanced Support Platform. |
| Title | User's salutation, such as Mr., Mrs., Ms, and so on. |
| Login User | Indicates whether the user has an Oracle Advanced Support Platform account. |
| Status | Indicates whether the user status is:
|
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 check mark.
To hide a column, select the column in this list, which removes the check mark. 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.
(Customer User Administrators Only) Managing Users and Contacts
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.
The View Organization page appears, displaying your organization's information.
Click User Management in the left pane then click Address Book.
The Customer Contacts page appears, displaying users and contacts in your organization in the upper pane and Oracle users and contacts in the lower part of the screen.
The following information is displayed for each of your organization's contacts or users:
| First Name | User's first name of the user, as registered in Oracle Advanced Support Platform. |
|---|---|
| Last Name | User's last name of the user, as registered in Oracle Advanced Support Platform. |
| E-mail 1 | User's e-mail address, as registered in Oracle Advanced Support Platform. |
| Phone Number 1 | User's phone number, including country and area codes. |
| Country | User's country of residence or work, as registered in Oracle Advanced Support Platform. |
| User Type | Type of user, which is one of the following:
|
| Title | User's salutation, such as Mr., Mrs., Ms, and so on. |
| Contact Type | Indicates whether the contact is:
|
| Status | Indicates whether the user status is:
|
| Login User | Indicates whether the user has an Oracle Advanced Support Platform account. |
| Role | Indicates one of the following roles:
|
The following information is displayed for each Oracle contact or user:
| Field | Description |
|---|---|
| User Name | Username registered for this Oracle Advanced Support Platform account. |
| First Name | User's first name of the user, as registered in Oracle Advanced Support Platform. |
| Last Name | User's last name of the user, as registered in Oracle Advanced Support Platform. |
| E-mail 1 | User's e-mail address, as registered in Oracle Advanced Support Platform. |
| Phone Number 1 | User's phone number, including country and area codes. |
| Language | Language associated with the user's Oracle Advanced Support Platform account. |
| Country | User's country of residence or work, as registered in Oracle Advanced Support Platform. |
| Title | User's salutation, such as Mr., Mrs., Ms, and so on. |
| Contact Type | Indicates whether the contact is:
|
| User Status | Indicates whether the user status is:
|
| Login User | Indicates whether the user has an Oracle Advanced Support Platform account. |
(Customer User Administrators Only) Managing Users and Contacts
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.
The View Organization page appears, displaying your organization's information.
Click User Management 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.
(Customer User Administrators Only) Managing Users and Contacts
Additionally, customer user administrators (CUAs) have the ability to add, update, or delete customer users for their organizations. This section describes these operations.
This section describes how to add a contact or user.
The individual is not already a contact for this customer organization in Oracle Advanced Support Platform.
You are a customer user administrator for your organization
Log in to Oracle Advanced Support Platform.
The Oracle Advanced Support Platform Home page appears.
Click the Accounts tab.
The View Accounts page reappears, displaying information about your organization.
Click User Management in the left pane then click View Users.
The View Users page appears, displaying the following information for all contacts for the selected organization.
Click Add.
The Add a New User page appears.
Select the following information for the new user, then click OK:
| Field | Description |
|---|---|
| Type | Select Customer User. |
| Category | Select one of the following categories:
|
| Contact Type | Select one of the following values:
|
| Name | Enter the user name. (Ensure that this user name is unique and not already used in Oracle Advanced Support Platform.) |
The View Users page reappears, displaying information about the new user.
(Customer User Administrators Only) Managing Users and Contacts
This section describes how to update information about an existing user or contact.
The individual is a contact or user for this customer organization in Oracle Advanced Support Platform.
You are a customer user administrator for this customer organization in Oracle Advanced Support Platform.
Log in to Oracle Advanced Support Platform.
The Oracle Advanced Support Platform Home page appears.
Click the Accounts tab.
The View Accounts page reappears, displaying information about your organization.
Click User Management in the left pane then click View Users.
The View Users page appears, displaying the following information for all contacts for the selected organization.
Select the user that you want to update then click Update.
The Update User page appears.
Update the following information as required then click OK:
| Field | Description |
|---|---|
| Type | Select Customer User. |
| Category | Select one of the following categories:
|
| Contact Type | Select one of the following values:
|
| Name | Enter the user name. (Ensure that this user name is unique and not already used in Oracle Advanced Support Platform.) |
The View Users page reappears, displaying information about the updated user information.
(Customer User Administrators Only) Managing Users and Contacts
This section describes how to delete a user or contact.
The individual is a contact or user for this customer organization in Oracle Advanced Support Platform.
You are a customer user administrator for this customer organization in Oracle Advanced Support Platform.
Log in to Oracle Advanced Support Platform.
The Oracle Advanced Support Platform Home page appears.
Click the Accounts tab.
The View Accounts page reappears, displaying information about your organization.
Click User Management in the left pane then click View Users.
The View Users page appears, displaying the following information for all contacts for the selected organization.
Select the user that you want to update then click Delete User.
When prompted, click OK to confirm that you want to delete this user.
The View Users page reappears, with a message that the user has been deleted.
(Customer User Administrators Only) Managing Users and Contacts