Overview
Groups are a feature of the Engage app/Fourth platform. Users can post messages to groups and thereby communicate with all members of it.
All Groups must be set up via upload or manual entry. No groups are created automatically when users are requested from Fourth systems.
Users are automatically assigned to groups based on information received from People System. The user can belong to one customer group and one brand and location group for each of their locations.
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.
Process
Fig.1 - The Groups tab
Fig.2 - Create New Group button
Fig.3 – Creating a new Group
Once the group has been created, images can be uploaded for the group.
The Image icon is the circular badge icon that shows to the right of the Group name within the app/platform and the other images display above the Group name within the Groups section in the app.
Fig.4 - Options for uploading/changing images
Groups are a feature of the Engage app/Fourth platform. Users can post messages to groups and thereby communicate with all members of it.
All Groups must be set up via upload or manual entry. No groups are created automatically when users are requested from Fourth systems.
Users are automatically assigned to groups based on information received from People System. The user can belong to one customer group and one brand and location group for each of their locations.
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.
Process
- To create a new group, select the Groups tab in the console.
Fig.1 - The Groups tab
- Select Create New Group
Fig.2 - Create New Group button
- Populate the required fields, descriptions of which can be seen in the table below
Fig.3 – Creating a new Group
| Field Label | Comments |
| Group Name | The name of the group. The naming of Customer, Brand, Custom, Pay Basis groups is a business decision made by the customer. |
| Type | Customer / Brand / Location / Job Title / Division / Custom |
| Account | Link to the Account. Mandatory |
| External ID | This should be populated by the GUID taken from the HR module export for any Job Title or Division Groups |
| Brand | Optional, unless the group is a Brand group Link to the Brand |
| Location | Optional, unless the group is a Location group Link to the Location For a non-Location group this is not relevant |
| Active | A group can be made inactive by unticking this box |
| Description | This will provide a short description of the Group’s use |
| Badge Colour | N/A |
| Currency | N/A |
| Permission Type | Full / Read Only / Response only
|
Once the group has been created, images can be uploaded for the group.
The Image icon is the circular badge icon that shows to the right of the Group name within the app/platform and the other images display above the Group name within the Groups section in the app.
- Hover over the ‘?’ for information on the sizes required
- Select Change image to browse for and upload images
Fig.4 - Options for uploading/changing images
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