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A group is a set of users. It includes an individual user or can also include a combination of different users, roles, roles, and subordinates or other groups within an organization. With groups, you can build teams to share a common set of records.
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**1.Key features**
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The “Assigned To” field in any module lets you assign a record, either to an individual user or a group of users. When records are assigned to a group, all members associated with that group can access and perform operations on the record. This will help your users to work together as a team.
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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. You can decide whether the ticket to be assigned to a group so that all members associated with the group will get an email notification and anyone can handle that issue.
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A group supports following combinations
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* Users: Admin can select Users to be a part of the group. Eg: Support Group.
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* Roles: All users associated with a role consist of a group. Eg: Sales Reps.
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* Roles and Subordinates: All users associated with the role, and its subordinates consist of a group.
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* Group: All users associated with the selected group can be part of another group.
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Note!
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Groups will also help you to define custom sharing rules. You can
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define sharing rules to make a certain role, role and
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subordinates, or a group view records of another role, role and
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subordinates, or a group, respectively.
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**2.Creating Groups**
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You can create different groups to manage common set of operations within your organization
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Follow few simple steps to create a group
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* Click on menu icon and click Settings.
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* Click Groups under User Management.
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* Provide label, description, and select appropriate entities as
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members of the group. Colours are illustrated to differentiate
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entities.
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* Click Save to update changes.
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**3.Editing Groups**
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This feature enables you to modify existing groups to meet your requirements. Follow few simple steps to edit a group:
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* In the list view of groups, click on a pencil icon of the desired group
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Modify fields.
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* Click Save to update changes.
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**4.Deleting Groups**
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Delete any existing group if it doesn’t meet your requirements.
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* In the list view of groups, click on delete icon of the desired
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group.
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* Transfer privileges to another existing group.
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* Click Save to update changes.
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