How to create/manage Groups?
Group is the place where you can set the staff access permissions as per their role.
By default there is two roles available in AssistFlow
Admin ( Admin have access of all the department activities and other system settings by default, this can not be change
Agent ( You can set the access permission for agents as per your company requirements from group)
Group is the place where you can set the staff access permissions as per their role.
By default there is two Roles available in AssistFlow
Admin ( Admin have access of all the department activities and other system settings by default, this can not be change)
Agent ( You can set the access permission for agents as per your company requirements from group)
You can create different permission group and save it with unique name, will help you to assign group permission while adding new staff. Only staff with Admin role can manage groups.
Create Group
To create new group go to Admin panel, from Staff section select Groups.
You will see the list of all existing groups here, to add new click on Create Group button from top right.
Provide name for permission group
Set status to Active or Inactive
Now, select the permissions from list and check the check box besides each permission.
Click on Save at last.
Edit Group
Select the group from list which you would like to Edit.
Click on Edit icon from action.
Change the details you would like to change.
Click Save button at last.
Delete Group
Select the Group from list which you would like to Delete.
Click Delete icon from action.