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.
User Group Configurator - Assign User Groups for Action Items
To add a user to a group, select User Groups > 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.
User Group Configurator - Create New User Group for Action Items
To add a new user group- Admin > User Groups > 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.
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).