How to Manage Groups

The Manage Group function allows the system administrator to put teams of users together from various roles.  For example-- a Help Desk test group is being assembled.  The users participating in the group belong to different roles, including a marketing manager and a product manager. Group membership is visible in the vertical tabs of the detail user view.

  1. Login to your ConcourseSuite site.
  2. Click on the Admin tab.
  3. A new window appears with a list of options that can be customized by any administrative user.
  4. Select Manage Groups
  5. A window will appear with all existing groups.
  6. Select Add New Group
  7. A window appears to begin the Add Group process.
  8. Create a Group Name.
  9. Select Add a User From.
  10. Select a Department.
  11. Select a Contact.
  12. Repeat until the desired contacts are assembled.
  13. Select Save to add the group or Cancel to return to the main group window.

    Note: When viewing the list of existing groups, there are three options: View Details, Modify, and Delete.