TLD User Groups

Owned by Coreen Stalnaker
Last updated: Apr 01, 2024
2 min read

TLD User Groups 

User Groups are an organizational tool that can be utilized to keep user abilities and agency requirements in sync across the system. Groups can help when filtering User or reporting. 

Since this is only for organization, it will not transfer over the TLDialer User Groups. 

An example of a User Group would be Agents, Fronters, or Customer Service. Once the groups are created agents can be added and any changes to the User Group will update immediately and for all Agents. 

Add User Groups

  1. From the User menu select Groups

  1. Select the Green + Icon to begin setup

  2. Name the User Group and add a description

    1. Example: Name - Agents; Description IB Agents

    2. Example: Name - CS Phl; Description - CS Agent Philippines 

  3. Under User Abilities, check off all relevant abilities this User Group will need access to

    1. My Leads, Submit Only, Verify Only, TLDialer - View My Recordings, etc.

 

Adding Users

  1. Once the User Group is created select Manage All under the Users Menu.

  2. To add multiple Users, check the box to the left and select Mass Edit

  1. Under the Permissions tab locate the section at the bottom called User Groups

This is not the same as updating a TLDialer User Group.

  1. Update Users to save changes.

  2. Users assigned to a User Group will have a Grey box with the User Group name to the far right

 

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