CMS: How to create Groups and assign members

Setting up company group implies organizing users into a group in order to apply a set of rules collectively to the users. 

To set up a Company Group;

1. As an Admin, navigate to "Groups".

                         Calls Portal                                                                                    WorkLink Create Portal

                                         

 2. Click on "Create Group".

           

 3. Enter the Group Name, Call Recipient Groups (if any, from a list of previously created groups), Scenario Recipient Groups (if any, from a list of previously created groups), Group Members and save changes.

          

4. Click on the menu button to the right of a group to edit or delete the group.

         

Note

• The Company Admin is responsible for setting up company groups.

• Members of the Call Recipient Groups are restricted to calling only members of their group.

• Members of the Scenario Recipient Groups are restricted to viewing only the scenarios assigned to their group.

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