Manage Groups

Groups identify the interaction data that is associated with specific users. When a user belongs to a particular group, they have access to the interaction data that is assigned to that group. All Interaction Lists, searches, and reports they access will only include data about the interactions in their group. For information about assigning groups to users, see Managing Users.

Each group is defined as a list of partitions and work groups. Partitions identify interaction data using the identification system that was used by the recording system. For example, a partition might include interactions to phone number x, extension y. Work groups are based on the structure of the interaction center and identify the user's place in the enterprise's hierarchy. For example, a work group might be Denver Center, ABC Bank. In most cases, certain partitions are associated with specific work groups, so it is sufficient to select work groups and the partitions are automatically included. At times, it may be necessary to add partitions as well.

This section explains how to create and manage groups. Groups are managed in the Administer Groups screen.

1. In the top right corner of the screen, select Administrator/your name > Administer Groups.

The Administer Groups screen opens and displays a list of the existing groups. For each group, the work groups and partitions associated with the group are listed under Partitions.

2. Click New.

A group-definition dialog box opens.

3. Under Group, type a name for the group.
4. In the tree area below the group name, select the partitions and work groups to associate with the group. Click the plus sign beside a node to expand a node or the minus sign to collapse it.
5. Click Save.
The dialog box closes, and the group is created and added to the list.

See also

Edit User Profile
Manage Users
Manage Roles
SMART User Manual

You can delete groups from the system if no users are associated with them.

To delete user accounts

1. In the Administer Groups screen, select the check box associated with the group you want to delete.
2. Click Delete. You are prompted to confirm that you want to delete the selected accounts.
3. Click OK.
The groups are deleted.

See also

Edit User Profile
Manage Users
Manage Roles
SMART User Manual