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What are groups?
Tori Reichman avatar
Written by Tori Reichman
Updated over a month ago

User groups are required to enable report routing rules.

Super Admins and Admins may create groups of Case Managers based on various parameters, or by individually adding users to a group.

Set up a new group

  1. Select Administration > Manage Groups

  2. Select Create new group, and add your group name

  3. Select Parameter and choose one of the following:

    1. Department - select from users in the available departments

    2. Site - select from users in the available sites

    3. Country - select from users in the available countries

    4. Team - select from all users

  4. Using the Is selector, add the relevant criteria

  5. When you've finished, hit Save

To view a list of users within a group, select Download CSV.

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