To create a new group, log in to your CXcherry platform as the Super Admin. Click on the gear icon in the header and select Manage Groups item. On the Manage Groups page, press the plus button at the top.
In the slide-out panel, fill out the information on the page. The mandatory fields are marked with an asterisk*. A few details about fields on this page:
- Name: Name of the group.
- Description: Description of the group.
- Assignment Type: Method for assigning users to the group.
- Manual: Choose this option if you want to manually assign users to the group.
- Automatic: Choose this option if you want to automatically assign users to the group on basis of a criteria. The following criterion are available when you choose this option:
- Branch/Organization Chart: You can choose the branches from which users’ needs to be assigned to the group.
- Role: You can choose the roles for which users need to be assigned to the group.
- Additional Field of type drop down: You can choose values of additional field from the drop down. All the additional fields of type drop down are available for selection.
- All of the conditions must be satisfied: Choose this option if you want system to consider all the above conditions before assigning users to a group.
- At least one condition must be satisfied: Choose this option if you want system to consider at least one of the above conditions before assigning users to a group.
- Apply to existing users that satisfy the above conditions: Select this option if you want to apply the criteria to users who ae already added to the system. If this option is not selected, the criteria is applied either when a new user is added to the system or an existing user’s information is changed. Any user whose status is ‘Disabled’ is not considered in the criteria.
Press SAVE button to add a new group to your CXcherry platform. You can edit or delete a group. This can be done using Edit and Delete icons under the Action column. You can delete a group only if no users are assigned to it.