Define Access Group-Based Data Security Policies for Categories

As a Sales Administrator or Customer Relationship Management Application Administrator, you can define access group-based data security policies on service categories.

Access groups are an alternative way of granting data permissions to users as compared to the SQL-based data security policies. You can use object-sharing rules in the Sales and Service Access Management UI to define your visibility criteria.

To define access-group-based data security policies for service categories:

  1. Create a new access group if you don't want to use an existing access group.

  2. Add members to the access group.

  3. Create an object-sharing rule to grant the access group members access to service categories.

Note:

For more detailed information about the above steps, see the Oracle Fusion Cloud Securing Sales and Fusion Service guide.