This guide will show you how to Create new User Groups in Connect. User Groups allow you to manage your users easier. You can give access to Folders and Virtual Phone Banks to user groups, rather than having to pick the individual users each time. You can access the ‘User Groups’ screen through the ‘Users’ section of the lower left hand panel on the Main Menu screen.
You can use the search criteria to find individual users or to restrict the list to users of a particular type.
To edit a User Group, click on its name.
To create a new User Group, all you need to do is give it a name and select which Party Organisation it is in.
User Groups are specific to Party Organisations and CANNOT be shared.
You can add an individual user to a User Group from their User screen by clicking ‘Add New User Group’ in the ‘User Groups’ section.
To add an individual user to a User Group, click ‘Add New User Group’ on the users profile.
From here, select the appropriate User Group that you want to add them to.