Configure User Settings

You can configure Oracle Content and Experience specific user and group settings through the Users page of Oracle Content and Experience Administration: System.

For information on managing users or groups through Oracle Identity Cloud Service, to perform tasks such as creating users or groups or changing users’ roles, see Manage Users with Oracle Identity Cloud Service or Manage Groups with Oracle Identity Cloud Service.

From the Users page, you can perform the following actions:

Finding a User or a Group

You must find the user or group that you’re interested in before you can edit the user’s or group's properties.

You can search for an individual user or group on the Search tab. View a list of administrators by selecting the Administrators tab.

To find an individual user or group, enter part of the user or group name, display name, or email address in the text box and click Search. All matching user and group accounts are listed. View a list of users that have been deleted by selecting the Deprovisioned Users tab.

The user/group list shows some basic information about the users and groups, including the name and user or group type. For users, you can also see the email address and verification status.

Verified user accounts have been verified using one of these methods:

  • The user was located in an external account database such as an LDAP (Lightweight Directory Access Protocol) directory service directory.
  • An email was sent to the user, and the user clicked the link in that email to verify their identity and signed in.

Set the Default Resource Role for New Folder Members

Users in your organization can share folders with other users and assign them a resource role within the shared folder. The following roles are available:

  • Viewer: Viewers can look at files and folders, but can't change things.

  • Downloader: Downloaders can also download files and save them to their own computers.

  • Contributor: Contributors can also modify files, update files, upload new files, and delete files.

  • Manager: Managers have all the privileges of the other roles and can add or remove other people as members.

To change the default resource role:

  1. After you sign in to the Oracle Content and Experience web application as an administrator, click System in the Administration area of the navigation menu.

  2. In the System Settings menu, click Users.

  3. Under Members, in the Default role for new members added to folders list, select the resource role users will be assigned by default when added to a folder.

Synchronize User Profile Data

After you add users and assign application roles, you can synchronize those changes with the Oracle Content and Experience server right away. If you don't synchronize user profile data, it may take up to an hour for the changes to get propagated.

You can replace a user's existing profile information with the information from your identity store:

  1. After you sign in to the Oracle Content and Experience web application as an administrator, click System in the Administration area of the navigation menu.

  2. In the System Settings menu, click Users.

  3. Search for the user whose profile data you want to sync, click Edit next to the user’s name, and click Sync Profile Now on the user details page.

Display Conversation Membership Messages for Users

You can set the default display setting for conversation membership messages for users .

  1. After you sign in to the Oracle Content and Experience web application as an administrator, click System in the Administration area of the navigation menu.

  2. In the System Settings menu, click Users.

  3. On the Search tab find the user whose default you want to set. Enter part of the user name, display name, or email address in the text box and click Search.

  4. Click Edit next to the user’s name.

  5. Select the Show Conversation Membership Messages by Default check box and click Save.

Override Storage Quota for a User

You can set a default quota for the amount of storage space that a user is allocated. If you need to override the default for a particular user you can do so using the following steps.

  1. After you sign in to the Oracle Content and Experience web application as an administrator, click System in the Administration area of the navigation menu.

  2. In the System Settings menu, click Users.

  3. Search for the user whose settings you want to override and click Edit next to the user’s name.

  4. In the User Quota box, enter the quota amount in gigabytes, and then click Save.

    You can see how much storage the user has used next to Storage consumed.

Transfer File Ownership

When people leave your organization or change roles, you might want to assign their files and folders to someone else and add their storage quota back to the total quota you have available for assignments. You can assign a person’s entire library of content to someone else. The content appears as a folder in the new user’s root folder. All of the sharing actions, such as members and public links, remain intact.

  1. After you sign in to the Oracle Content and Experience web application as an administrator, click System in the Administration area of the navigation menu.

  2. In the System Settings menu, click Users.

  3. Find the user whose files you want to transfer using one of the following methods:

    • To find an active user, on the Search tab enter part of the user name, display name, or email address in the text box and click Search. Open the user properties by clicking the user name or clicking Edit next to the user.
    • To find a deprovisioned user, click the Deprovisioned Users tab. You see a list of all users who have been removed from your organization's system, sorted by name. This list is refreshed on a regular basis, but you can also update it manually by clicking Sync Profile Data.

    To download a CSV file of all deleted users, click Export Deprovisioned Users.

  4. Click Transfer Ownership. For active users, the button is at the bottom of the properties. For deprovisioned users, click the button next to the user you want.

  5. Enter part of the user name, display name, or email address of the person who will receive the content and click Search.

  6. Select the user you want to transfer the content to. A message shows that the content will increase the recipient's quota by the amount of content being transferred. It also shows you how much storage will be released back into the total quota you have available.

  7. Click Transfer. The content is transferred and the list shows that the deprovisioned account is gone.

Alternatively, for deprovisioned users, you can delete the content. On the Deprovisioned Users tab, next to the user whose content you want to delete, click Delete Content.

Users can also transfer ownership of their own folders.

Override Temporary Quota for a User

By default the maximum upload and sync file size is 2GB (set on the Documents page). To ensure more than one 2GB file can be uploaded simultaneously, the default temp storage quota for users is 5GB. If your maximum file size is set higher, the temp storage quota for users is automatically increased to 2.5 times that amount (for example, if the maximum file size is set to 10GB, the temp storage quota for users is set to 25GB).

This temp storage quota setting should suffice for normal circumstances, but if you need a particular user to have a higher Temp Storage quota, you can override the setting.

  1. After you sign in to the Oracle Content and Experience web application as an administrator, click System in the Administration area of the navigation menu.

  2. In the System Settings menu, click Users.

  3. Search for the user whose settings you want to override and click Edit next to the user’s name.

  4. In the Temp Quota box, enter the quota amount in gigabytes, and then click Save.

Revoke Access to Linked Devices

Users can revoke access to one of their linked devices if they change devices or lose one, but there might be cases where you, as an administrator, need to perform this action. When you revoke access to a linked device, the user’s sign-in session is ended. If you or anyone else tries to access Oracle Content and Experience from the device, the account is signed out and all local content stored on the device for that account is deleted.

Revoking access for the device affects only one account, so if the person has multiple user accounts, you need to revoke access separately for each user account to block all access to Oracle Content and Experience and delete all local content stored on the device.

  1. After you sign in to the Oracle Content and Experience web application as an administrator, click System in the Administration area of the navigation menu.

  2. In the System Settings menu, click Users.

  3. Search for the user whose device access you want to revoke and click Edit next to the user’s name.

  4. Under Linked Devices, click Revoke next to the appropriate device.

Change Sharing and Notification Settings for Groups

You can change the sharing and notification settings for groups created in Oracle Content and Experience.

To change settings for groups created in Oracle Content and Experience:

  1. After you sign in to the Oracle Content and Experience web application as an administrator, click System in the Administration area of the navigation menu.

  2. In the System Settings menu, click Users.

  3. Search for the group whose settings you want to change, then click Edit next to the group's name.
  4. If you don't want the group to be used for sharing, so that users can't add the group to an object (such as a document or a site), select Cannot be used for sharing.
  5. If you don't want this group to be sent notifications, select Will not be sent notifications.