Assigning user groups for filtering

You can use system user groups to filter standard reports and create bulk cases. In this task, you specify the groups that are used for each purpose. Groups that are used to filter reports are displayed in the lower section of the Filter Options panel. These filters do not apply to the Regarding Cases report.

When creating a bulk batch of cases, you can also import groups of employees.

  1. Log in as CMsetup administrator.
  2. Select Administration > Case Management Admin > User Group Filtering Options.
  3. Select Reports and Charts.
  4. Click Unassigned Groups.
  5. Enable one or more groups for analytics and reports.
  6. Enable one or more groups for bulk case creation.
  7. Click Assign.