User Groups

This feature is deprecated and should no longer be used, but may still be available for reasons of backwards compatibility.

The User Group feature can be used to create groups of users to facilitate managing a number of contacts as a group rather than individually.

There are 2 ways Groups can be used:

• The Select One - User Group custom field can be used to allow you to select a User Group to be associated with a record (Level 1, Level 2, Level 3, Company, etc). The details of that group can then be referenced and/or displayed. For example using a Read Only - System Variables field.
• A User Group can be added to the contacts section to a Level 1 record. Each member of the group will be assigned directly to the Level 1 record, either using the Role they have in the User Group, or with a role selected when the User Group is added to the Level 1 record.

Creating User Groups

To create a new User Group:

• Click New
• Enter the Group Name and Description
• Click Save

Adding Users

To add users:

• Click the Users button next to the appropriate User Group
• Click the Lookup button
• Use the search options at the top to locate the user(s) you wish to add
• Click on the + next to the user you wish to add:

• Click OK
• If you wish to add the selected users to the group with a specified role choose it from the Add as Role combo box (optional)
• Click Save

See Also

• Relating Contacts and Accounts to the Universal Tracking Application
• Custom Field Type: Select One - User Group