You can assign a person, group, company, or all users a role on a particular object, such as the Product Catalog (a catalog object) or a mobile phone (an item object). Groups are useful for managing role assignments for items, catalogs, and change management. Groups are also useful in change management approval routings, where one or all people in a group must approve a change, or all people in a group should be notified of a change.

You can create groups of people that include internal users, suppliers and customers. A group consists of one or more members. You can create groups of people for different teams or departments that serve similar business functions. The person that creates the group is by default a member and the Group Administrator. Each member in a group is assigned a group role that determines which privileges are granted to the member of that group. There are three privileges a group role may grant a member: View Group Header, View Group Members, and Manage Group. For example, you can create a Supplier group made up of all your suppliers; however, you do not want any of the members to see who else is in the group. In this case, each of the members would be assigned the Group Reviewer role, which only allows them to see the group header information, but not the other members. In another scenario, you may wish to create an Engineering group where you want members to be aware of who else is in the group. In this case, you can grant each member the View Group Members role. Only a person or group with the Group Administrator role can also manage the group. The Manage Group privilege enables a user to add/delete members and change their roles.

You can add three types of people to a group or assign them to a role on an object directly. The Type attribute on the People Search and Person: (Person Name) pages corresponds to the three basic types of people in the system:

• Internal

  When you create a user using the E-Business Suite Define User form, you define an employee in the People field. This person, now identified by the username entered, is classified as Internal in the system. You can search for and view details about this person.

• Customer

  When you create a user using the E-Business Suite Define User form, you define a customer in the Customer field. This person, now identified by the username entered, is classified as a Customer in the system. You can search for and view details about this person.

• Vendor

  When you create a user using the E-Business Suite Define User form, you define a supplier in Supplier field. This person, now identified by the username entered, is classified as a Vendor in the system. You can search for and view details about this person.

Customer and Vendor are external people.

Prerequisites

• Before adding people to a group, you must run the concurrent program "EGO Setup Default Organization for User".

   To search for people:

1. In the Applications tree menu, click People, Groups and Companies.

2. Click the People tab.

3. On the People page, enter the name of the person for whom you are searching in the Search field.

   You can search by first name, last name or user name. You can enter a partial name and search on this. For example, enter "wil". A list of all people with a name beginning with "wil" is returned.

4. Click Go.

   The name you entered is returned in the People Search Results region. If the name you entered is not listed in the People Search Results, check the spelling of the name and try searching again. If you are unable to locate the name, the person is not registered in E-Business Suite, or is not valid in the system. Try registering the person in the E-Business Suite first, or make sure the person is valid in the system.

   To create a group:

Groups are communities of people you can define in order to collaborate. You can represent all your teams as groups in the system and give your group access to the system's objects. You can send an e-mail to everyone in a group with a click of a button. To view and create a group, you must have the following list of privileges, such as in the seeded Group Administrator role:

• View Group Header

• View Group Members

• Manage Group

1. In the Applications tree menu, click People, Groups and Companies.

2. Click the Groups tab.

3. On the Groups page, click Create Group.

4. On the Create Group page, provide the following:

   Group

   Provide a name that identifies the group.

   Description

   Provide a brief description of the group.

   Group Email Address

   Specify the group mailing list, if you have one, as your group's Email address.

5. Click Apply to save the group, or click Add Another Row to create another group.

   After clicking Apply, the Group Details page appears.

6. On the Group Details page, you can perform the following actions:

   • Click Update in the Group Detail region to edit group information.

   • Click Add to add additional members to the group.

   • If you wish to delete a member, select that group member and click Delete.

   • Click Update in the Group People region to assign a group object role to a specific person, group or company.

     The system automatically assigns the following seeded roles:

     • Group Administrator to the person who created the group

     • View Group Members to all members of the group

     • Group Reviewer to any member of the group creator's company

     Suggestion: Assign the Group Administrator role to an additional person as a backup.

   To add/remove members to a group:

1. In the Applications tree menu, click People, Groups and Companies.

2. Click the Groups tab.

3. On the Groups page, click My Own Groups.

4. Select a group and click Edit Membership.

5. On the Group Detail page, click Add, and select one or more persons from the list of values.

6. To remove members, select each member to delete and click Delete.

   To search for a group:

1. In the Applications tree menu, click People, Groups and Companies.

2. Click the Groups tab.

3. On the Groups page, enter the full or partial name of the group. Click Go.

   • To locate all groups in which you are a member, click My Group Memberships.

   • To locate all groups that you own, click My Own Groups.

4. If the group name you entered is not listed in the Group Search Results, check the spelling of the name and try searching again. If you are unable to locate the group, it has not yet been created. Create the group using the "Create Group" link on the Groups page.

5. On the Group Search Results page, select a group and click Request Membership to join a group. The owner is sent an Email notification and can add you as a member of that group.

6. Click a group name to see all the members of a group (only if you are the owner or a member of that group or have the View Group Members privilege assigned to you).

   To find groups that you own:

1. In the Applications tree menu, click the "People, Groups and Companies" link.

2. Click the Groups tab.

3. On the Groups page, click the "My Own Groups" link to locate all groups that you own.

   See "To create a group:" above for more details about updating groups.

   To search for a company:

1. In the Applications tree menu, click the "People, Groups and Companies" link.

2. Click the Companies tab.

3. On the Companies page, enter the name of the company for which you are searching, or enter a letter from the alphabet. If you only know part of the name of the company for which you are searching, enter that name. For example, if you are searching for a company named "AAA Supplier," type "AAA" in the search field. You will then see a list of all companies with "AAA" in their name.

4. Click Go. The name you entered is displayed in the Company Search Results field. If the company name you entered is not listed in the Company Search Results, check the spelling of the name and try searching again. If you are unable to locate the company, it is likely not registered in E-Business Suite. Try registering the customer company using Oracle Customer Online or Oracle Order Management. Try registering the Vendor/Supplier Company using Oracle Purchasing.