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.
- Click Populations.
- Click Create.
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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.
- 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.
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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.
- Click Save. The new population displays in the list.
- Click each of the tabs to configure additional settings that are associated with the population.