Email and User Groups

What is an email group or user group?

User Groups

A user group is a method of filtering work order request assignments. If a user is assigned to a user group then that user will only see work order requests for their assigned user group.

To create a user group:

  1. Access User Groups within the Administration module.
  2. Select Add User Group.
  3. Select Add.

To add a user to a user group:

  1. Access User Groups within the Administration module.
  2. Select User Group.
  3. Select Add User - Select User.
  4. Enter Name, Company Name, Address, or City and select Find.
  5. Select User.

When a user is no longer active in the system, their email address must be deleted from the User Group to prevent future notification. For information on how to remove a user from an email group, see Email Groups.

Email Groups

Email Groups are used for assignment purposes and CC purposes. If a work order request needs to be assigned to a group of workers, a system administrator will create an email group and assign the work order request to the group, which notifies all members of the group. The group member responding to the work order request indicates responsibility by responding "MINE" via a cellular device.