User Groups List

A User Group is a collection of users organized by their shared roles and responsibilities.

The primary purpose of a user group is to simplify permission management. Instead of assigning individual permissions to each user, a specific set of access rights is assigned to the group. As a result, all users who are members of that group automatically inherit those permissions.

How to Create and Edit a User Group

From the Configuration > User Groups List in the Back Office (BO), a list of all user groups can be accessed.

To create a new one, select the User Group . Create option located in the RELATED TASKS section on the right side of the screen.

The following screen will be displayed.

• Name: This is a required text field used to give the new user group a unique, descriptive name.

• Users in this group: This dual-list box is used to add and remove users from the group's membership.

• Access: This dual-list box grants specific, individual permissions to the group. The permissions selected here are inherited by all users who are members of this group.

• Access Groups: This dual-list box is used to add the group to existing access groups. This provides a quick way to grant a pre-defined bundle of permissions.

• Back Office: This dual-list box grants the group access to manage data for specific countries within the back-office system.

• Brand Families: This dual-list box specifies which brand families the group members have permission to manage.

• Call Center: This section requires a checkbox to be enabled to grant the group access to the Call Center. The dual-list box below it is used to specify which touchpoints the group can operate with.

The following steps should be followed to edit an interaction.

• Configuration - User Group List

• Select a row and press User Group . View

• Click on User Group . Edit

Additional Considerations