My Team

You can view and manage team members on the home and Team Member pages. Only users with the Administrator Access Level can add an edit team members.

Team Member Attributes

Each team member has attributes, including name, email, program role, relationship, access level, and details about the Oracle implementation. Some attributes describe the team member’s responsibilities or relationship to the organization. Other attributes control what actions the team member can perform. Use Access Level to control privileges in Success Navigator. Use Pillar, Product Family, and Product to describe the Oracle product areas that are relevant to the team member.

  • Program Role—The team member’s function in the organization, such as Project Manager, Project Sponsor, or Functional Lead. Program Role is optional and might be used to personalize the team member’s experience.
  • Relationship—The team member’s relationship to the organization. Relationships include:
    • Team Member—A member of the customer team.
    • Partner—A member of the integration partner team.
    • Oracle—A member of the Oracle team.
  • Access Level—The privileges that define what actions a team member can perform in Success Navigator. See Access Level Privileges for more information about the privileges for each Access Level. Success Navigator includes the following Access Levels:
    • Administrator (formerly Admin)—Full access to all features and users.
    • Program Manager (new role)—Manage programs and projects including membership.
    • Release Planning Manager (formerly Production Team Member)—Manage roadmaps and release plans.
    • Program Contributor (formerly Member)—Contribute to program activities including milestones and journey files.
    • Account Manager (new role)—Manage and update the Production Profile.
    • Content Viewer (formerly Viewer)—View content and add limited inputs (e.g., add roadmap comments).

Add Team Members

Users with the Administrator Access Level can add Team Members.

To add a Team Member:

  1. From the Team Members page, select Add Members.
  2. Enter the team member's first name, last name, and email.
  3. In Program Role, select the team member’s function in the organization.
  4. In Access Level, select the appropriate role for the user.

    See Access Level Privileges for details.

  5. In Relationship, select the team member’s relationship to the organization.
    • Team Member: A member of the customer team.
    • Partner: A member of the integration partner team.
    • Oracle: A member of the Oracle team.
  6. In Pillar, select one or more pillars that are relevant to the team member’s role or responsibilities.
  7. In Product Family, select one or more product families that the team member supports, owns, or works with.
  8. In Product, select one or more products that are relevant to the team member.

    Note:

    Pillar, Product Family, and Product selections describe the Oracle product areas that are relevant to the team member. They don’t restrict what the team member can view in Success Navigator. To control what actions the team member can perform, select the appropriate Access Level.
  9. Enter optional comments.
  10. Select Save or Add Another.

Update Team Members

Administrators can take the following actions with existing Team Members:

  • Edit team members.
  • Deactivate team members. Deactivated team members are removed from the organization. They can no longer access the organization they’re removed from, but they can access any other organizations that they’re part of.
  • Deleteteam members. Deleting a team member removes them from the system entirely.
  • Activate team members. Return access to the organization to inactivated Team Members.

To update a team member:

  1. Select Members from the application menu.
  2. On the Team Members page, select menu, and then select the action you want to take.