As a user, you can create user groups and helpdesk groups from any resources available to you, subject to your visibility settings. You can select both individual and group resources to your group and apply one of the predefined filters, if needed.

Configure the user groups and helpdesk users in the Collaboration screen. Based on your permissions, you can create, edit and delete a group. You can also map the users against each helpdesk and user group. Only the selected helpdesk and user groups will have visibility to the group created.

  1. Click Configurations > Subsystems And Integrations > Collaboration.
    The Collaboration page opens.
  2. Click add icon to create a user group/helpdesk.
    The New Group page opens.
  3. Configure the following values:
    Option Description
    Name Enter the name of the group
    Type Select the type of the collaboration group:
    • Group: Denotes the user group

    • Helpdesk: Denotes a group of service and support providers to the users

    Active Denotes if the group is active. Unselect the Active check box to make a group inactive.
    Groups to collaborate with Add other groups to have visibility to this group.
    Assisting Helpdesks Add other helpdesk groups to have visibility to this group.
  4. Click Save.
    The group is created.
  5. To add users to the group, click Resources on the hamburger menu.
    The list of available users appears. You can add single user or multiple users at a time, using the group action links.

    This tutorial shows how to set up a collaboration user in Oracle Field Service.

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