Overview
This article explains how to manage members of a Group within Fourth Engage.
For a list of all available Fourth Engage administration articles, please visit: Fourth Engage - List of Knowledge Articles.
Only users with Administrative access to Salesforce will be able to carry out the steps detailed below.
Adding, Removing or Auditing Group Members
Fig.1 - The Manage Group Members button
Fig.2 - Search Filters
Fig.3 - Tick boxes for adding/removing a user from a group
This article explains how to manage members of a Group within Fourth Engage.
For a list of all available Fourth Engage administration articles, please visit: Fourth Engage - List of Knowledge Articles.
Only users with Administrative access to Salesforce will be able to carry out the steps detailed below.
Adding, Removing or Auditing Group Members
- Within the Engage Console, navigate to the Groups menu option
- Select the required Group from the list
- Once inside the Group, select the Manage Group Members button
Fig.1 - The Manage Group Members button
- Use the Filter by Brand drop-down, Filter by Location, or Name (or part of it) search fields to filter results
- Leaving all these fields blank will return all users
- Select Apply Filters
Fig.2 - Search Filters
- Review the list of users within the search results
- Use the tick boxes to the left of the users' names include/remove from the group
- Once all changes are made, use the Save Changes button
Fig.3 - Tick boxes for adding/removing a user from a group
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