Siebel CRM Assignment Manager Administration Guide Siebel Innovation Pack 2017, Rev. A E24725-01 |
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This topic explains how to add designees to an assignment rule group using the delegated assignment administration views. Use the following procedure if you want to delegate assignment responsibility to someone else (a designee).
To add a designee to an assignment rule group
Navigate to the Administration - Delegated Assignment screen, and then the Rule Group Explorer view.
In the Rule Group Explorer, expand the rule group for which you want to assign designees, and then click Designees.
In the My Rule Group Explorer list, click New.
In the Pick Positions dialog box, query for the position that you want to add to the rule group, and then click OK.
For more information about designees, see "Process of Making an Assignment Rule Inheritable".