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Creating and Administering Users and Groups

An agent can belong to a group that belongs to a group type:

Group type – for example, Area

Area 1 – for example, Newbury

Agent 1 – for example, Newbury-based agent 1

Agent 2 – for example, Newbury-based agent 2

Agent 3 – ...

Area 2 – for example, Bristol

Agent 1 – for example, Bristol-based agent 1

Agent 2 – for example, Bristol-based agent 2

Agent 3 – ...

Area 3 – ...

Group type – ...


What do you want to do?

Create a group

Create an agent record

Create a group type

Assign agents to a group

Assign groups to an agent


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