Difference between revisions of "User Groups"

Revision as of 13:25, 20 May 2010

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