2015-01-20: User Groups

User Groups

Tuesday, Jan 20, 2015

Check out the new options that were added for users. Now, you can create a user group for each of the different teams using BLMS. You then assign a task to a team or set the ‘managed by’ field on a license, contract, real estate lease or violation to the group.

To set up a user group, click your name on the top right corner of the screen. Select setup and navigate to the Security section of the accordion. Select User Groups.

userGroupsIcon

Once the User Groups page opens, you can add in a new group.

addingNewUserGroup

After the group is created, you will be able to associate existing users to the group. Your group is now created and has users associated to it. You can now assign tasks to the user group, set ‘managed by’ to a user group or use the advanced search to look for records managed by a specific group.

* Please note that the Setup options are only accessible to Account Administrators.