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Assigning Groups to your Initiatives

For each initiative that you have access to configure, two options are available in terms of granting access to the initiative:

  • Access Group: This group will have access to all incoming cases to this initiative; however, will not have access to configure the initiative
  • Management Group: This group will only have access to configure the initiative and will not have access to the incoming cases

 

To set both of these options:

1. Click on 'Configuration'

2. Click on 'Initiatives'

3. Click on 'Overview' for the appropriate initiative

4. Click on 'Edit Initiative'

5. Set the Access Group and Management Group

6. Click 'Save'

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