Team Member FAQs
FAQs for team members are identified in this topic.
How do I add a team member?
Add team members from the application menu. Select Members to open the Team Members page, and then select Add Members. In the drawer, complete the required fields and select Save or Add Another. You must be an administrator to add or manage team members. For more information, see My Team
Is it possible to create new roles within Success Navigator?
At this point in time, you cannot create new roles in Oracle AI Success Navigator.
What does Access Level control?
Access Level controls what actions a team member can perform in Success Navigator. For example, it determines whether a user can add or manage team members, manage programs, update adoption roadmap details, or mainly view content. For more information, see Access Level Privileges.
Does Access Level control product-area visibility?
No. Access Level controls privileges and actions, not visibility by Pillar, Product Family, or Product. Use Access Level to define what the team member can do. Use Pillar, Product Family, and Product to describe product-area relevance.
Why can a Content Viewer see the same broad content areas as an Administrator?
Some broad content areas are available across access levels. The difference is what actions the user can perform. For example, an Administrator can manage team members and global AI Assist settings, while a Content Viewer mainly views content.
What happens if a team member has more than one Access Level?
If a team member has more than one Access Level, the highest privilege level applies. Select only the access levels that match the actions the team member needs to perform.
What is Relationship Type used for?
Relationship Type identifies the team member’s relationship to the organization, such as whether the person is part of the customer team, Oracle team, or another supporting organization. Relationship Type provides context about the team member, but it doesn’t control product-area visibility.
What are Pillar, Product Family, and Product used for when I add a team member?
Use Pillar, Product Family, and Product to identify the Oracle product areas that are relevant to the team member. These selections describe what the team member supports, owns, or works with.
Do Pillar, Product Family, and Product selections control what a team member can see?
No. These selections don’t restrict what the team member can view in Success Navigator. For example, removing a product area doesn’t hide related features, business processes, adoption roadmap content, release readiness information, documents, or AI Assist.
How should I choose Pillar, Product Family, and Product values for a team member?
Select the product areas that are relevant to the team member’s role or responsibilities. For example, select the areas the team member supports, owns, manages, or needs AI Assist to consider when providing personalized responses.