Manage user group members

Use the Select Users page to add members to a custom user group that has the Individual Member Emails option selected.

To add members to a user group

  1. Click the Add button at the top of the page to open the Select Users page.
  2. Select the check box next to each user you want to add to the group.
  3. Click Update.

Now the group is ready to be selected on the Assignment Rule Details page.

If you don't see the users you want to add, you can search for them using the Search For fields. Select how you want to search for the user (for example, by Last Name) and then enter the text you want to find. For example, to find Jenny Lee, select Last Name, enter "Lee", and then click the Search button. MeetingBroker will return all records that contain the text you enter. You can also use the linked letters at the bottom of the page to see users whose last name begins with that letter.

To remove members from a user group

Learn more...

Overview: Assignment rules

Overview: Escalation