Add Members to Custom Access Groups Using the UI

You can manually add resource users to a custom access group at any time using the Access Groups UI.

1. Navigate to the Access Groups page (Navigator > Tools > Sales and Service Access Management).

2. On the Access Groups page, select the group you want to add members to.

3. On the Edit Access Group: Overview page, click Add Members.

   The Add: Group Members page is displayed.

4. Search for the user you want to add using one of the search fields.

   For example, in the First Name field, enter the first 3 characters of a user's first name and click Search. Or in the Role field, select a resource role to view all users assigned that role.

   If you create a custom field for the Resource object, for example, Country, you can use Application Composer to expose the field so that it's available as a drop-down list on the Add: Group Members UI. You can then search for resources using this field. In this example, you can search for users by country.

5. In the Search Results area, select each of the users you want to add to the group and click Apply.

   Note: You can only assign users to access groups who are assigned the Resource abstract role (ORA_HZ_RESOURCE_ABSTRACT).

6. Search for and select any additional members you want to add to the group and, when you're finished adding members, click OK.

7. Verify that all the members you added to the group are listed in the Group Members area of the Edit Access Group: Overview page.

8. If you want to remove a member, click the Remove icon in the member row. To remove all members of the group who were added manually, click Remove All Members.

9. Click Save and Close to save the group membership details.