Assign Cases to Groups or Change Case Group Assignments

Cases can be assigned to a group at the case level or the batch level. The following procedure applies to case-level assignment.

Assign Cases to a Group

To assign cases to a group in the Group Management workspace:

  1. Start Eclipse SE Administration and log in as a Super Administrator.
  2. Click the Case Management tab.
  3. In the navigation panel, expand the User/Group Management menu and click Group Management.
  4. In the left pane of the Group Management workspace, click the group to which the case is to be assigned.
  5. In the Case Assignments area of the workspace, click .
  6. In the Select Cases dialog box, select the case(s) to which the group should be assigned, then click OK.

    When a group member logs in to Eclipse SE Desktop, the cases assigned to the group will be available to the group member.

Change Case Group Assignment

Cases can be added to or removed from a group after it is initially defined. To change case assignments in the Group Management workspace:

  1. Start Eclipse SE Administration and log in as a Super Administrator.
  2. Click the Case Management tab.
  3. In the navigation panel, expand the User/Group Management menu and click Group Management.
  4. In the left pane of the Group Management workspace, click the group for which the case is to be removed.
  5. In the Case Assignments area of the workspace, click .
  6. Select or clear the cases as needed, then click OK.

 

Related Topics

Overview: Security

Control System Access Using Groups, Users, Roles, and Privileges

Assign or Change a Group's Case/Group Role and Privileges