Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Insert excerpt
_ExcerptWhatAreGroups
_ExcerptWhatAreGroups
nopaneltrue
 For more information about groups, see User Admin.

In the User Admin area of the VCC Admin Portal, you can configure groups in the account you are logged in to.

...

How do I create a new group?

To create a group, you need the Manage Routing Settings permission. For information about account permissions, see Editing linked account permissions.

To create a new group in the account you are logged in to, perform the following steps:

  1. Go to User Admin. For information about accessing User Admin, see Accessing and finding your way around User Admin. User Admin appears.
  2. To add a new group , click Create New and click Group on the menu that appears.
    Create new group
  3. A new group appears. Provide the following information:

    Insert excerpt
    _ExcerptCreateEditGroup
    _ExcerptCreateEditGroup
    nopaneltrue

    As you enter information into fields, the fields' borders change to green and a blue  an undo icon appears alongside those fields. Click the icon to clear the field.
    If you leave a mandatory field empty or enter a value that is not valid, the field's border changes to red and an  an information icon appears. Click the icon to see the message. The number of errors appears alongside the alongside Create button. You cannot click Create until you have corrected all the errors.
    Invalid groupImage Modified
    Change the data accordingly. You cannot save the group until you correct all errors.

  4. When you have provided valid information in all mandatory fields, click Create. Your new group is created. Alternatively click Cancel to cancel creating this new group.

Info

As an admin user, after creating a new group you will automatically be able to see it and manage this group.

As a supervisor user, after creating a new group you will not have an access to this group. You need have either Read or Write permission for this group. For information about supervisor user permissions, see Supervisor permissions in User Admin.

How do I view an existing group's details?

When you first access User Admin, a list of users appears. Click the Groups tab Groups tab to switch to a list of groups in the account you are logged in to. From this list you can see each group's name and ID and the maximum times a user can remain in an Unexpected, Fault or No Answer state. The number of users in the group also appears.View existing groupImage Removed. If you have Write permission to this group, you can also add all users assigned to this group to Bulk actions. To do so, click the + icon.  

Info

As an admin user you can see and edit all groups available in the VCC account you are logged in to. 

As a supervisor user you can see or edit only those groups for which you have Read or Write permissions. You will not see groups for which you do not have permission. For information about Supervisor user permissions, see Supervisor permissions in User Admin.

Image Added

How do I edit an existing group?

To edit a group, you need the Manage Routing Settings permission. For information about account permissions, see Editing linked account permissions.

To update an existing group in the account you are logged in to, perform the following steps:

  1. Go to User Admin. For information about accessing User Admin, see Accessing and finding your way around User Admin. User Admin appears.
  2. Click the Groups Groups tab. A list of groups in your account appears. Locate the group you want to edit using search or by scrolling the list. 
    Insert excerpt
    _ExcerptUserAdminViewEditGroupPermission
    _ExcerptUserAdminViewEditGroupPermission
    nopaneltrue
  3. When you find the group you want to edit, click Edit. The group's details appear.
  4. Update the information in the fields as required.
    Insert excerpt
    _ExcerptCreateEditGroup
    _ExcerptCreateEditGroup
    nopaneltrue

    As you change the information in the fields, the fields' borders change to green and a blue an undo icon appears alongside those fields. Click the icon to revert the contents of the field to the saved version.
    If you leave a mandatory field empty or enter a value that is not valid, the field's border changes to red and an information icon appears. Click the icon to see the message. The number of errors appears alongside the alongside Update button. You cannot click Update click Update until you have corrected all the errors.
  5. When you have finished making changes, click Update. Your changes are saved. Alternatively click Cancel to undo all your changes.

...

  • To add an individual user to a group in the account you are logged in to, edit the user and click Add to group in the Groups section in ROUTING SETTINGS Routing Settings. For information about editing a user, see Configuring individual users.
  • To add multiple users to a group, use the bulk actions box. For information about adding multiple users to a group, see Configuring multiple users (using bulk actions).

How do I remove a user from a group?

To remove a user from a group, you need the Manage Routing Settings permission. For information about account permissions, see Editing linked account permissions.

To remove one or more users from a group, perform the following steps: 

  1. Go to User Admin. For information about accessing User Admin, see Accessing and finding your way around User Admin. User Admin appears.
  2. Click the Groups Groups tab. A list of groups in your account appears. Locate the group you want to edit using search or by scrolling the scrolling the list. 
    Insert excerpt
    _ExcerptUserAdminViewEditGroupPermission
    _ExcerptUserAdminViewEditGroupPermission
    nopaneltrue
  3. When you find the group you want to edit, click Edit. The group's details appear.
  4. Click to expand the USERS User list.
  5. Click x - next to the name of the user you wish to remove from the group. Click Clear all to remove all users from the group.Remove user from groupImage Removed
  6. Click Update to save your changes.

How do I delete

...

an existing group?

To delete a group, you need the Manage Routing Settings permission. For information about account permissions, see Editing linked account permissions.

Info

Only admin users can delete groups.

To remove the group, perform the following steps: 

  1. Go to User Admin. For information about accessing User Admin, see Accessing and finding your way around User Admin. User Admin appears.
  2. Click the Groups tab. A list of groups in your account appears. Locate the group you want to delete using search or by scrolling the list. 
    Insert excerpt
    _ExcerptUserAdminViewEditGroupPermission
    _ExcerptUserAdminViewEditGroupPermission
    nopaneltrue
  3. When you find the group you want to delete, click Edit. The group's details appear.
  4. Click Delete group. A dialog box appears.
  5. Click Confirm to delete the group. Alternatively click Cancel to cancel deleting the group.