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A group consists of users who perform similar tasks and have the same security requirements. You use groups to provide access to Ringtail features and objects. Administrators can create and manage groups and their members.
Only administrators can view the groups in a case.
Use the following procedure to view groups.
●On the Case Home page, under Security, click Groups.
Existing groups appear on the Groups page.
Administrators can add new groups to a case.
Note: You can add up to 150 groups to a case.
Use the following procedure to add a new group.
1.On the Case Home page, under Security, click Groups.
2.Click Add.
3.Type a Name for the group.
4.Click Save.
5.Add members to the group. For more information, see Add members to a group.
Administrators can duplicate groups. When you duplicate a group, the group properties are duplicated, but the group members are not.
Use the following procedure to duplicate a group.
1.On the Case Home page, under Security, click Groups.
2.In the row for the group that you want to duplicate, click the Duplicate Group button.
3.Edit the Name, if necessary, and then click Save.
4.Add members to the group. For more information, see Add members to a group.
After you create or duplicate a group, you can add members.
Use the following procedure to add members to a group.
1.On the Case Home page, under Security, click Groups.
2.Click the name of a group.
3.In the navigation pane, click Members.
4.Click Add.
5.Select the check box next to the users that you want to add. To select all users in the list, select the top check box.
6.Click Save.
Administrators can remove members from a group.
Use the following procedure to remove members from a group.
1.On the Case Home page, under Security, click Groups.
2.Click the name of a group.
3.In the navigation pane, click Members.
4.Select the check box next to the members that you want to remove. To remove all members in the list, select the top check box.
5.Click Delete, and then click OK.
Administrators can set a group as the default group for its members. The default group retains the highest access and priority among all groups.
Use the following procedure to set a default group.
1.On the Case Home page, under Security, click Groups.
2.Click the Set Group Default button in the row for the group that you want to set as the default.
Administrators can edit the default quick code list and the default timeline date for a group.
Use the following procedure to edit group properties.
1.On the Case Home page, under Security, click Groups.
2.Click the name of a group.
3.On the Properties page, edit the Name.
4.To edit the default quick code list for the group, in the Quick code configuration list, select a quick code list.
5.To edit the default timeline date, in the Timeline date list, select a date.
6.Click Save.
Administrators can delete groups from a case.
Use the following procedure to delete groups.
1.On the Case Home page, under Security, click Groups.
2.Select the check box next to the groups that you want to delete.
3.Click Delete, and then click OK.
