The WorkLink CMS allows a WorkLink Company Administrator to organize their users and scenarios using the Groups function. The method in which you organize your users and scenarios will depend on your use case and internal work flow.

 

Overview of Basic Group Settings

When you go to the Groups Menu on the left-hand navigation, you will find a list of the groups in your organization and the following information:

• Name - The name you assign to the group.
• Members - The number of members/users in that group.
• Scenarios - The number of scenarios in that group.
• Can Call - This setting gives permission to the Remote Assistance users in the main group to call the users in the group(s) you have assigned.
• Can Publish To - This setting gives permission to the Authors in the main group to publish scenarios to the users in the group(s) you have assigned.

Note: When a user is invited or added to your organization, they will be added to the Default group unless your WorkLink Company Administrator assigns a different group.

 

How to Add a New Group

1. Select Add Group in the top left corner.

2. Enter a 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.

 

Overview of Group Members

Once you click on a specific group, you will see additional information:

• User's Name 
• User's User
• Job Title
• Origin Group - This indicates whether this specific group is the user's origin group.
• Licenses - Details of the licenses that user is assigned.

 

Learn more: CMS: How to Add and Remove Members from a Group

 

Overview of Group Scenarios

When you go to the Scenarios tab under a specific group, you will see the following information:

• Name - The name of the scenario.
• Author - The name of the Author that created that scenario.
• Published - The date that scenario was published.
• Origin Group - The origin group of that scenario.

 

Learn more: CMS: How to Add and Remove a Scenario from a Group

 

Understanding what an Origin Group Is

When organizing your users and scenarios into Groups in the WorkLink CMS, it is important to understand what an Origin Group is. An Origin Group is associated to WorkLink Authors, WorkLink Administrators, and Scenarios. 

Learn more: CMS: Understanding Origin Group for Authors, Admins, and Scenarios

 

Understanding How a User's Group Impacts Access to Scenarios

WorkLink Calling

SN	Use case	Behaviour
1	Call between an Expert and Tech. Ability to load Scenario from within an active Remote Assistance call.	Both users need access to the scenario for it to work.
2	Call between an Expert and Tech. Ability to call a contact from within an active scenario.	The call will fail if only one user has permission.  Both users must have access to the scenario in order to view it on the call.
3	Call between an Expert and a Guest.  Ability to load a scenario for a guest on a Remote Assistance call.	An expert can load a scenario for a guest on the call.

 

Work Instructions

SN	Use case	Behaviour
1	Viewing Private Catalogs	Users will not be able to see/view any scenario in the catalog that they don’t have access to normally.
2	Viewing Public Catalogs As a Licensed signed in user	When opening a public catalog while signed in as a user in the company, you are able to view only scenarios that you normally have access to.
3	Viewing Public Catalogs As a public user (Unlicensed user/not signed in)	Unlicensed users are able to view all scenarios in the public catalog.