Adding a population and configuring population properties

The first step to adding a population is configuring the Properties. When you have added the population and configured its properties, you can perform additional configurations, described in subsequent topics.

  1. Click Populations.
  2. Click Create.
  3. Specify this information:
    Name
    Specify the name of the population.
    Description
    Specify a description of the population, for your reference.
    Active
    Select this setting to make the population available in the system.
    User Group
    Assign user groups to the population
    Rank
    Specify the priority of the population.0-999. Rank is used to determine the default population when an employee user is a member of more than one population. 1 is highest priority. For all cases, if an employee is a member of multiple populations, the population with the highest priority is set by default.
    Privilege Set
    Specify the privilege set that applies to the population. A privilege set determines the actions that service center users and self-service users can perform.

    See Adding and configuring privilege sets.

    Service Center Alias
    Specify the alias that is shown in self-service modules for all case notes and attachments that are added by a service center user. If no alias is used, then the first name and last name of the service user is shown.
  4. In the Internal System URL section, specify this information:

    Internal system URLs must be configured before they can be specified here.

    See Adding and configuring internal system URLs.

    Service Center
    Specify the link to a service center. The URL is used in the profile of the employee in the directory
    Manager Ask
    Specify a link to Manager Ask. The URL is used in the Manager Ask profile.
    Field Representative Ask
    Specify a link to Field Representative Ask. The URL is used in the Field Representative Ask profile.
  5. Click Save. The new population displays in the list.
  6. Click each of the tabs to configure additional settings that are associated with the population.