Overview: Custom user groups
User groups allow you to copy a set of people on RFP notifications. You can select user groups in the CC section of an assignment rule and in the CC fields for escalation.
The following default user groups are provided on the Location Details page: General Manager, National Sales Administrator, Director of Sales, Management Company Administrator, and Brand Manager. If you need other types of groups, you can create them for the subscription or for individual locations.
Subscription user groups
Create a subscription user group if you want it to be available for selection at multiple locations or in subscription rules. For example, you can create a group for the corporate MeetingBroker Training Team and then create a subscription default escalation policy that copies them on all RFPs that have escalated four times so they can coach the property.
Location user groups
User groups can also be created for location-specific needs. For example, if you want incoming RFPs that have less than 10 guestrooms and are arriving in less than 30 days to go to your entire catering team, you can create a Catering Team group with just users from that property.
Create a user group
- Do one of the following:
- Subscription user groups - From the Subscription Home page, click the Users tab and then click User Groups.
- Location user groups - From the Subscription Home page, click the Locations tab, select the location, click the Users tab, and then click User Groups.
- Click the New button to open the User Group General page.
- Enter the following information:
| Status | Select Active when you're ready for this group to be available for selection in assignment and escalation rules. If a user group is associated to one or more assignment rules, it cannot be inactivated. Click the Associations tab to review the rules using the group, remove the group from those rules, and then you can change its status to Inactive. |
| Group Name | The name that displays throughout the application, like when you're selecting users or user groups for the CC field on an escalation. |
| Email Notifications | Select the delivery method for email notifications to the group. Individual Member Emails- Notifications will be sent to each member’s unique email address listed in their MeetingBroker user profile. Group Email - Notifications will be sent only to the email address entered into the field. For example, if your company has created a group address (cateringleads@hotel.com), select the Group Email option and enter that address in the field. |
- Click Save.
- If you selected Individual Member Emails for the notifications, click the Members tab to add users to the custom user group.