CMS: How to create Groups and assign members
Setting up company group implies organizing users into a group in order to apply a set of rules collectively to the users.
To set up a Company Group;
- As an Admin, navigate to Groups in the side-navigation bar and click on the Add Group button.
2. Enter the Group Name, and if applicable select the Call Recipient Groups under the CAN CALL drop-down menu and Scenario Recipient Groups under the CAN PUBLISH TO drop-down menu and save.
3. Click on the name of the new group, then click on the Add Users button.
4. Check/select the checkbox beside the name of each user you wish to add to the group and click on the Add button.
5. You will receive the prompt to review your request, click on the Add Members button if satisfied.
6. Once successfully added, the users will be displayed under the group's profile.