Edit Access Groups

After you create a custom access group, you can edit the group details. For example, you might want to activate a group, add new object sharing rules for the group, or add or remove group members.

You can also edit system access groups to configure the rules assigned to the group.

1. Navigate to the Access Groups page in the Sales and Service Access Management work area.

2. Select the access group whose details you want to edit from the groups listed.

   Custom access groups are displayed by default, so if you want to edit a system access group, you first have to select System Groups - Role from the List drop-down list. You can also choose to list all access groups or just active groups.

   Details relating to the group and its members are listed on the Edit Access Group: Overview subtab.

3. What you can do depends on whether you're editing a custom or a system group.

   • System groups

     For system groups, you can review the group details and members on the overview subtab, but you can't change any of the information and you can't delete the group. System groups are predefined by Oracle and are automatically created and updated to reflect the job roles and user-job role assignments in your environment.

   • Custom groups

     Here's what you can do from the overview page for custom groups:

     • Change the group name or description.

     • Activate or inactivate a group.

       If you inactivate a group, group members lose any data access provided by the group.

     • Add group members by clicking Add Members.

     • Remove all group members who were added to the group manually by clicking Remove Members, or delete individual members from the group by clicking the Remove icon in the member row.

       Note: Members who were added through group membership rules can't be removed.

     • Delete the group by selecting Delete Group from the Actions menu.

       For information about deleting groups, see Delete a Custom Access Group.

4. Click the Object Rules subtab to view any predefined or custom object sharing rules defined for the group.

   You can make these changes for both system and custom access groups:

   • Enable or disable a predefined or custom rule for the access group by selecting or deselecting the Enable check box.

   • Remove a custom rule or a predefined rule you added to the access group. Click the rule and on the Edit Object Sharing Rule page, select Delete from the Actions menu.

     The rule is deleted for the group you're editing, but not for any other groups that the rule is associated with.

   • Add a preexisting rule to the access group. Click Add Rule, and then, in the search dialog box, search for and select the rule you want to add.

   • Create a new rule for the access group. Click Create Rule, and then define the new rule in the Create Object Sharing Rule page.

   • Change the access level provided by the rule for this group by selecting a new value from the rule's Access Level drop-down list.

   Note: If you're editing a system access group, a Lock icon is displayed for any predefined rules that are associated with the group as part of the default security configuration. For these rules, you can't change the access level for the group and you can't remove the rule from the group. The only change you can make is to enable or disable the rule for the group.

   For information on object sharing rules, see Create Custom Object Sharing Rules.

5. Click the Member Rules subtab to view any group membership rules defined for the access group.

   Note: You can't add members to system groups using group membership rules, so the Member Rules subtab isn't available for system groups.

   You can edit an existing rule from the Member Rules subtab by clicking the rule name link, or you can create a new rule by clicking Create Rule.

   If you select an existing rule to edit, the Access Group: Edit Group Membership Rule page appears, where you can edit or delete any of the rule details. For information on group membership rules, see Create Membership Rules for Custom Access Groups.

6. When you're finished editing the group details, click Save and Close.

   Changes you make to object sharing rules or group membership rules are processed when the Object Sharing Rule Assignment Process or the Access Group Membership Rules Process is next run.