Adding Users to Groups

Users are added to groups in CxEngage by Administrators. Multiple users can be added to an individual group, or groups can be assigned to an individual user depending on your current needs.

Adding Users to a Group

To populate an individual group with one or more users: 

  1. Go to User Management > Groups.
  2. Click on the group that you want to add members to. The group panel appears.
  3. Click in the Add User... field under Members.
    A drop down appears with the list of available tenant users in alphabetical order. You can locate a user by typing their name or scrolling through the list.
  4. Select the user that you want to add this group.
  5. Click the "plus" sign (+) by the user's name to add them to the member list below.
    Repeat steps 3 through 5 for additional group members you want added.

Adding Groups to a User:

To assign a user to one or more groups:

  1. Go to User Management > Users.
  2. Click on the name of the user that you are assigning groups to.
    The user detail panel appears.
  3. Click in the Add Group... field.
    A drop down appears with the list of available groups.
  4. Select the group from the list, or type out the name of a new group if it has not been created yet.
  5. Hit Enter or click the "plus" sign (+) next to the skill to add it to the user's details.
  6. Repeat steps 3 through 6 to add any additional skills.

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