Maintaining group membership information is an essential function required by sales and service managers. By using the Group Detail window, a user with appropriate access (with either the Admin or Manager group member role) is able to maintain group information. These activities include: changing the group name, e-mail, effective date, the ability to add additional resources to a group with appropriate member roles, end date a resource's role and remove a resource's role.
Perform the following steps to define your group membership information.
Note: You should not modify an HTML Calendar in the Resource Manager or add either Calendar Group usages (PUBLIC CALENDAR or HTML GROUP CALENDAR) to a new or existing Resource Manager Group.
Only a group member with a role of Admin or Manager can update group information. A member with these roles can add members to groups, add roles, add child groups to the groups hierarchy and perform these functions for any child groups. These roles do not enable a group member to create groups or change parent groups.
The JTFRS: Group Update Access profile option must be set to None for a group member to be able to update group information.
CRM Application Foundation User
Navigate to the Resources tab, click the Groups subtab and then click the Create button.
Enter the required information in the Create Groups window including the name of the group and the date from which it becomes active.
Optionally enter the following information for the group:
Description. A description of the group.
Time Zone. Select a time zone for your group.
Parent Group. If you are creating a child group, use the search tool to locate the parent group to which it belongs.
Email. The group's email address.
Active To. The date on which the group is no longer active.
Optionally configure group membership information:
Add members. To add group members, click the Add Members button and use the search window to locate and select the desired resources.
Assign roles to members. Click the search icon next to each group member to locate and assign it the appropriate role.
Move members. Click the Move Member button on the Define Groups page to move a resource from one group to another.
Dates active. Use the Active To and Active From fields next to each member to optionally specify when it is active. The Active To field is required.
Remove members. Click the Remove icon next to each group member that you wish to remove.
Optionally specify the applications in which the group is used by clicking the Used In icon and entering the required information.
Optionally specify any child groups that belong to this group by clicking the Child Group icon and entering the required information. A child group cannot have overlapping date ranges with its parent group.