Enable Collaboration Permissions for User Types

As an administrator, to enable Collaboration permissions in Oracle Fusion Field Service, you must configure permissions at the user type level, create collaboration groups or help desks, and then assign users to collaboration groups or help desks.

You can control specific actions that users within a particular type can perform using the Collaboration:
  1. Go to Navigation Menu > Configuration > User Types.
  2. Select a User Type and enable the following Collaboration permissions as required:
    • Collaboration: Enables the user type to access the Collaboration workspace, initiate and participate in chats, view broadcasts, and receive system messages.
    • Activity Move via Chat: Allows the user to share and transfer activity details directly within the chat window, enabling seamless coordination and handoff between team members.
    • Inventory Move via Chat: Allows the user to share and transfer inventory items through chat, ensuring real-time visibility of parts and materials across resources.
    • File Sharing via Chat: Enables the user to share files and images within the chat conversation, supporting image preview, download, and contextual collaboration.
    • Initiation of Video Call: Enables the user type to start video calls with other users to resolve issues or discuss updates in real time.
    • Allow initiation of Zoom meetings: Enables the user type to start Zoom meetings if the Zoom integration is configured.
    • Allow initiation of chat with all visible resources: Allows the user type to start chats with any visible resource in the organization, including those outside their immediate team.
  3. Click Update to save the changes.