Assign a Staff Account to a Group

Every staff account you create must be assigned to a group.

Before you start

When deciding how to group your staff members, you should plan how you want them organized for reporting. For example, groups can be based on a specialty area of agents or the region of sales representatives.

Here's what to do

1. Click Configuration on the navigation pane.
2. Expand Staff Management, and then double-click Staff Accounts by Group (or another Accounts report).
3. Double-click the staff account you want to assign to the group.
4. Do one of the following:
   • Click the Search icon next to the account Group field.
   • Click the Department tab on the ribbon and click the Search icon next to the Group field.
5. To assign the account to an existing group, select the appropriate group.
   Staff members with the Profiles permission enabled on the Administration tab can change group assignments by dragging staff accounts from the open report to the Group folders on the left side of the report.
6. To assign the account to a new group, click New Group and enter a name for the group.
7. To change the display order of the groups, select the group you want to move and click the up or down arrow.
8. To rename a group or add a description to a group, right-click the group and select Edit.
   1. Enter the name you want for the group in the Label field.
   2. Enter notes or other information you want regarding the group folder in the Description field.
   3. Click OK.
9. To delete a group, right-click the group, select Delete, and click OK to confirm the deletion message.
   You can delete only those groups that do not have associated staff accounts.
10. Click OK to close the Account Groups window.
11. Click the Save to save the changes to the staff account and group.