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.
The [[Custom Field Type: Select One - User Group|Select One - User Group]] custom field There are 2 ways Groups 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 using a [[Read Only - System Variables]] field.:
<pre><table border="1" cellpadding=5pt>* The [[#Custom Field Type: Select One - User Group|Select One - User Group]] custom field can be used to allow you to select a '''User Group''' to be associated with a record (?object=Level 1, Level 2, Level 3, Company, etc). The details of that group;id=@Team@;) <tr><td>Name: ~firstname~ ~lastname~<can then be referenced and/td> <td>Title: ~title~</td> <td>Phone: ~phone~</td> <td>Role: ~role~</td></tr>#]</table></pre> :or displayed. For example using a [[Image:GroupDisplay.pngRead 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 [[Image:Groups.pngRole]] :[[Image:GroupMembersthey have in the '''User Group''', or with a role selected when the '''User Group''' is added to the Level 1 record.png]]
==Creating User Groups==
To create a new '''User Group''':
:* Click '''New'''
:* Enter the Group Name and Description
:* Click '''Save'''
: [[Image:Groups.png]]
==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:
:: [[Image:GpUS.png]]
:
:* 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'''
[[Image:GroupMembers.png]]
==See Also==
* [[Relating Contacts and Accounts to the Universal Tracking Application]]
