Overview of the Access Groups UI

You create and manage access groups and object sharing rules using the Access Groups UI in the Sales and Service Access Management work area.

The Access Groups UI includes 3 tabs: the Access Groups tab, the Object Rules tab, and the Monitor tab.

• Access Groups tab

  Displays the main Access Groups page. From here, you can review all the existing custom or system access groups, you can create custom access groups, review or add group members, and review or enable the rules assigned to a group. You can also add new rules to a group.

• Object Rules tab

  Displays the main Object Sharing Rules page. From here, you can review all the rules defined for a selected object, you can create or delete object sharing rules and access extension rules, and you can assign rules to access groups.

• Monitor tab

  Displays the Monitor page which provides an overall view of all the scheduled processes that are run for access groups. You can check the status of active processes, start or cancel processes, or update the schedule for a process from the Monitor page. Having all the access group processes grouped on a single page makes it easier to monitor them and take action when needed.

You can manage your groups and rules on an on-going basis using either the Access Groups page or the Object Sharing Rules page, depending on whether you want to work with access groups from an access group context or an object sharing rules context.

For example, reviewing rule information from a rules context is useful if you decide to delete an object sharing rule you previously created and want to first check the rule isn't assigned to active groups. Similarly, reviewing rule information from a group context is useful if, for example, you want to review all the predefined rules assigned to a specific system group.