Create and Manage Groups

Groups are a facility to manage user grouping and team based activities. Any common relationship can be used to form a group, e.g. users at the same location, users with a common business role, users at the same department etc.

You or other users of the system can then assign various system entities like customers, products, orders etc. OR activities, tasks and support tickets to the group which can then be operated on by any member of the group. This contrasts with assignment of these to a specific individual. The system comes pre-configured with a set of pre-defined groups as shown below.