Configure groups and roles

Configure groups and roles for Core Business Suite business units through the Now Assist conversational experience.

Before you begin

Ensure that the following are activated:

• AI search (Activate AI Search)
• Now Assist panel (Activate Now Assist panel)

Role required: admin

Procedure

1. Navigate to Admin > Admin Home.
2. On the Core Business Suite Foundation card, select View product overview.
3. In the Configuration insights section, select Configure.
   The Configure Core Business Suite page opens in the Configuration Console.
4. Select Manage Groups under the business unit that you want to configure (for example, Human Resources, Legal, Finance, Health and Safety, Workplace Services, or Source-to-Pay).
5. Select Configure with Now Assist.

   Now Assist opens the conversational panel, detects the current page context, and invokes the Groups and Roles agent.

   Note:

   Now Assist guides you through follow‑up questions and requests confirmation before completing an action.
6. Select one of the following options or enter a natural‑language prompt.
   • Assign user(s) to a group
   • Assign roles(s) to a group
   • Create group

   Example prompts:

   • Add [username] to the [group name]
   • Assign [role] to the [group name]
   • Create [group name]

   Now Assist processes your input and displays the available groups.

7. Select the required group from the list.
8. Respond to the follow‑up questions provided by Now Assist.
9. Provide any additional information requested in the conversation panel.
   Now Assist prepares an action summary based on your responses.
10. Review the action summary.
11. Select Yes to confirm and proceed, or No to cancel.
12. If prompted, provide additional confirmation.
    Now Assist completes the action and displays a success message.