Change Membership

If you are unable to perform all the actions that you would like in your portal, you can request a change to your membership role or add another role to your current role in the portal. For example, you might want to participate in an interesting discussion thread or raise a new issue, but in your current role you are only allowed to view ongoing discussions.

If WebCenter Portal is configured with SOA, you will receive a worklist notification (if you are using Oracle BPM Worklist) when your new role is approved.

Role change requests may or may not require approval, depending on how the portal manager has defined membership changes for a particular role.

To change your portal role:

  1. In the Change Membership dialog, select your preferred roles from the Current Role list.

    The Change Membership dialog shows the roles that are available in the portal, with those to which you are currently assigned selected.

    Note:

    The roles available in the Change Membership dialog are configured by the portal manager.

    • The Current Role list is available only if self-service membership changes are allowed.

    • In the Current Role list, some roles may be disabled. The only out-of-the-box portal role is that of Portal Manager, but other custom roles may display. If you wish to select a role that is not available to you, contact the portal manager directly to request a member role change.

    If you wish to cancel your membership in the portal, click Cancel Membership.

  2. Click OK.

    A confirmation message displays whether or not the selected role change requires approval.

  3. Click OK to acknowledge the confirmation message.
  4. On the Portals page, click the Refresh icon to confirm your membership status has changed for the portal.

    Note:

    Your new role is not effective immediately when membership change requests require approval. Check back later or monitor your worklist (if you are using Oracle BPM Worklist); your new role will be effective as soon as the portal manager approves it.