User groups are departments within your company. Action Items are assigned to User Groups. Users can be a part of more than one user group or a User group can consist of only one user. You can also set User Groups to get Alerts for Web Order, when a project has been put on hold or when a project has been cancelled.
First you will want to confirm which User Group is assigned to the Action Item you are needing to add the User to by navigating to Action Items → Highlighting the Action Item → Select the Assignments tab → Verify User Group assigned to the Action Item.
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User Group Configurator - Assign User Groups for Action Items
To add a user to a group, select Tools > User Groups Configuration > Hit the → Group Name drop down > → Select a group > → Check the applicable user > → Hit enter or tab on your keyboard. The Save is not required as the Save is used ONLY for adding new group names as instructed below.
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It is not required to select “Save” unless you are creating a completely new User Group. |
User Group Configurator - Create New User Group for Action Items
To add a new user group select Tools > : Admin → User Groups Configuration > → Type the new name under Group Name > → Save > → Re-select the Group from the drop down > → Assign the User > → Tab or enter on your keyboard.
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Alert on Hold
If this box is checked the user(s) in the selected group will be alerted when a Project is placed on hold (if the user “manages” the salesperson).
Alert on Cancel
If this box is checked the user(s) in the selected group will be alerted when a Project is cancelled (if the user “manages” the salesperson).