Groups

A Group is a combination of different classes within an organization. It is a team of people who share same set of records.

When records are assigned to a group, all members associated with the group can perform operations on the record. This will help your users to work together as a team. For instance, If a support team member is on leave for the day, there is a chance that trouble ticket (case) assigned to him will not be resolved in time. Should the ticket be assigned to a group, all members associated to the group will get email notification and any one can handle the issue.

A group supports following combinations

• Users : Selected users will be part of the group
• Roles: All users associated with a role will be part of the group
• Roles and subordinates : All users associated with the role, and its subordinates will be part of the group
• Group: All users associated with selected group will be part of the group

Notes: Groups will also help you to define custom sharing rules. You can define data sharing rules to make a certain role, role and subordinates, or a group view records of another role, role and subordinates, or a group.

Add A Group

To add a group, follow the below steps:

1. Click on CRM Settings icon () in the top right corner of the panel.

2. In the Users and Access Management panel, click on Groups.

3. A list of groups will be displayed. Click on New Group button in the top right corner of the panel.

4. The New Group window is displayed. Update the details and click Save.

Edit A Group

To edit a group, follow the below steps:

1. Click on CRM Settings icon () in the top right corner.

2. In the Users and Access Management panel, click on Groups.

3. A list of groups will be displayed. Click on Edit () icon in the Tools Column.

4. Update the details and click Save.

Delete A Group

To delete a group, follow the below steps:

1. Click on CRM Settings icon () in the top right corner.

2. In the Users and Access Management panel, click on Groups.

3. A list of groups will be displayed. Click on Delete () icon in the Tools Column.

4. You will be prompted to transfer the ownership to another user. Choose a user from the dropdown and click  Save.