How to create a group, assign users and give permissions

Groups are a useful way of separating your team to allow them to see the most relevant parts of HubSolv. There are a number of advantages to using groups including; allowing certain groups to have access to specific lead sources, allowing users access to specific campaigns and automating the distribution of work evenly to a team of users. 

Your HubSolv can be set up in a way where certain users (with varying degrees of access determined by their role within HubSolv) can have access to specific campaigns that are relevant to them. 

Once you have created a group and selected the relevant campaigns, you can then filter further by limiting access based on Lead Source. This would result in the users within this group only seeing the leads within that given campaign with that given Lead Source. If these filters are left blank, users within this group will see all leads within the associated campaigns. 

Creating groups also allow you to perform automated actions for all users within that group. For example, you can create a round-robin action so leads assign to users on an equal basis. to do this you would first need to create a trigger which you can learn more about here. 

For more information on how to set up a Round Robin for your user groups click here. 

Another use for user groups would be whether the case or lead needs to be passed onto a different team or individual depending on its status. For example, if a case proceeds to a MOC (Meeting of Creditors), you can have a user group assigned to deal with this stage in the process and a user is assigned this case through its own group and campaign. 

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