The Groups Section allows the creation and management of Groups.
Groups can be used to restrict the access Users have to Workflows and Campaigns within Intelligent Agent, as well as to collectively assign Desktop Tabs.
Import Groups
It is possible to import one or more Groups from an external source. It should be noted that the import is a snapshot, rather than an ongoing live linkage.
A list of Users currently associated with the Group are displayed here. These assignments can be removed by clicking the red cross button to the right of the User. New Users are added by clicking the Select button at the bottom of the panel.
A list of Campaigns currently associated with the Group are displayed here. These can be removed by clicking the red cross button to the right of the Campaign name. New Campaigns are added by clicking the Select button at the bottom of the panel.
Members of the Group will be able to receive records for this Campaign, and (if configured) will be able to see the Campaign on the Desktop
Members of the Group who also have the Campaign Management licence part will be able to see and configure the Campaign within the Campaigns Section.
A list of Workflows currently associated with the Group are displayed here. These can be removed by clicking the red cross button to the right of the Workflow name. New Workflows are added by clicking the Select button at the bottom of the panel.
Members of the Group who also have the Designer licence part will be able to see and edit the Workflow within the Workflow Properties panel.
Additional Desktop Tabs for members of the current Group can be specified by entering a website URL.
Each URL needs to go on a separate line, and either start with http:// or https://, or else be a relative reference. Each line will be displayed in a separate Desktop Tab.
