Working with People and Groups in the Add-In for Outlook

The People and Groups panel gives you quick access to your entire social network. Your network includes your contacts, the people you follow, the people who follow you, and the groups you are a member of.

To open the People and Groups panel, click in the navigation bar.

The People and Groups panel has five tabs:

• Contacts ()—People you selected as contacts

• Groups ()—The groups you belong to

• People You Follow ()—People you have selected to follow

• Your Followers ()—People who have selected to follow you

Outside users are people who don't work for your company, but who collaborate with you and your co-workers in Oracle Social Network. They are members of Oracle Social Network with limited privileges. For example, outside users can be contacts but they can't have contacts in Oracle Social Network. They can participate in Conversations only when they are added by you or some other member of the Conversation.

Note: One outside user can't add another to a Conversation.

Wherever an outside user is a member of a Conversation, a banner appears at the top of the page to alert you. All outside users have the same avatar () and their names are in purple text so you can easily tell who they are.

When you open an outside user's wall, you'll notice that you can't post to it. However, you can still view profile information (if the user has added any).

Since outside users do not have walls they can post to, you won't see Follow or Following buttons on their profile page. Instead, you'll see Add as Contact or Remove from Contacts options.

Unregistered users are people who are in your company's directory but are not yet members of Oracle Social Network. When you add people to a Conversation or wall, the word unregistered appears next the names of the unregistered in the Manage Members dialog. When you try to add an unregistered user, a warning alerts you to their unregistered status.

When you add an unregistered person to a Conversation, they receive an email with a link to set up their account.

1. On the navigation bar, click .
2. Click the Contacts tab ().
3. Optionally, arrange your list of contacts. Click , then select your options:

   • Select or clear Show Offline Contacts to either show (select) or hide (clear) your contacts who are currently offline.

   • Select Arrange By then either Name, to arrange your list of contacts by a contact's first name, or Presence Status, to arrange the list by the person's online status: active, away, and offline.

   • Select Sort and choose from either Ascending (from 0 to 9 and A to Z or active to offline) or Descending (from Z to A and 9 to 0 or offline to active).

1. On the navigation bar, click .
2. Click the Contacts tab ().
3. On the Contacts banner, click to open the Select Members dialog.
4. Add users in any of the following ways:

   • To search for a particular person, enter a name in the Search field, then select from the results.

   • If your administrator has configured the system to allow you to invite users, you can invite people from your Outlook address book.

     To add a contact from your Outlook address book, click Outlook Contacts, then double-click the person you want to add.

     Note: Only contacts that include email addresses appear on the Outlook Contacts tab.

     Confirm that you want to invite the person. When you click OK, an email is sent to the contact inviting them to join Oracle Social Network.

     Note: You can also invite someone from the Outlook ribbon while viewing the contact's card. See How do I invite my contacts from my Outlook address book to join Oracle Social Network?

5. Click OK to add the people you selected as your contacts.

If your administrator has configured the system to allow you to invite users, you can invite people from your Outlook address book. Inviting users to join Oracle Social Network makes it easier to collaborate with them.

1. From your Outlook address book, open the contact you want to add to Oracle Social Network.

   Note: The contact must include an email address.

2. In the Outlook ribbon, click Invite from the Oracle Social Network actions.

   An email is sent to the contact inviting them to join Oracle Social Network.

Note: If the contact is already an Oracle Social Network user, you see Go to Wall in the Outlook ribbon.

Alternatively, you can invite multiple Outlook contacts from the Contacts tab of the People and Groups panel. See How do I add new contacts?

1. On the navigation bar, click .
2. Click the Contacts tab ().
3. Right-click the person, and select Remove from Contacts.
4. If you're also following the person, specify whether to also stop following them.

   • Click Yes to also stop following the person.

   • Click No to remove the person as a contact but continue to follow them.

1. On the navigation bar, click .
2. Select the Your Followers tab () to view a list of people you are not already following.
3. Then either:

   • Click next to the person; or

   • Right-click the person, and select Follow <name>.

1. On the navigation bar, click .
2. Click the People You Follow tab ().

1. On the navigation bar, click .
2. Click the Your Followers tab ().

Groups provide a way to organize a set of people into one entity: the group. All members of a group can be added to a Conversation, collection, or Social Object in one operation.

Every group has its own wall where group members can post content of interest to the group (for more information, see How do I create a group? and How do I navigate to a group's wall?).

Just as each person has a profile in Oracle Social Network, a group has a profile with its own unique set of details: its name and description and a group image or avatar. Any member of the group can revise a group's profile details and image.

1. On the navigation bar, click , then click .
2. Double-click a group, or right-click a group and select Go To <name>'s Wall.
3. Post content to the group's wall as you would to any Conversation or wall.

1. On the navigation bar, click , then click .
2. Double-click a group to open its wall.
3. In the tab bar above the wall, click the Members tab to see who's in the group.
   

1. On the navigation bar, click , then click .
2. On the Groups banner, click .
3. In the Name field, enter a name for the group, and click OK.

1. On the navigation bar, click , then click .
2. Double-click a group to open its wall.
3. Click the Members tab.
   
4. On the Members banner, click .
5. Select a source of potential members.

   • Click Groups & Contacts to select from your contacts and other groups.

     In this dialog, you can expand a group and pick individual members.

   • Click Search to enter search terms; click the Search icon to show all results.

6. Double-click a person or a group to add them to the Select list.
7. Click OK to add your selections to the group membership.

1. On the navigation bar, click , then click .
2. Double-click a group to open its wall.
3. Click the Members tab.
   
4. Revise the group:

   • To add members, start with step 5 in How do I add people to a group?

   • To remove members, right-click a person or group, and select Remove from Membership.

When a user is added to or removed from an item a membership message is posted to the item (for example, This wall is now accessible to: Jane Doe). If you'd prefer not to show those messages, you can hide them. See How do I hide membership messages?

1. On the navigation bar, click , then click .
2. Double-click a group, or right-click a group and select Go To <name>'s Wall.
3. Click , and select Edit Profile.
4. In the Group Profile dialog, revise the group's name and description.

1. On the navigation bar, click , then click .
2. Double-click a group, or right-click a group and select Go To <name>'s Wall.
3. Click , and select Edit Profile.
4. In the Group Profile dialog, click Change.
5. Navigate to and select a group profile picture.

1. On the navigation bar, click , then click .
2. Double-click a group to open its wall.
3. In the groups banner, click , then select Deactivate.
4. In the confirmation dialog, click Yes.

1. On the navigation bar, click , then click .
2. In the groups banner, click , then select Deactivated to show all deactivated groups.
3. Double-click the deactivated group to open its wall.
4. Click , then select Activate.