Overview: Groups
Case activities can be efficiently managed and monitored by creating groups of users who will share specific tasks (such as batch review).
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Important: You must have Super Administrator rights to configure and manage clients. |
Planning will bring you the greatest success in managing your organization’s workflow. Creating a group includes these major steps:
For greatest efficiency, determine the following information before you begin:
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Naming conventions for your groups. A maximum of 60 characters is allowed for each group name.
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The groups you will need, including the following group details:
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Group’s role (and privileges, if different from those of the role)
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Users who will be members of each group. Each user can belong to up to 100 groups.
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Cases that will be assigned to each group
Related pages:
Add Users to Groups or Change Group Membership
Define or Change Group Roles and Privileges
Assign a Group Member Specific Roles and Privileges
Assign Cases to Groups or Change Case Group Assignments
Assign or Change a Group's Case/Group Role and Privileges
Last Revision: 6/2/2023
Version: 2019.0.0