Adding Business Groups

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Adding Business Groups enables you to add employee's to groups. This is beneficial if you would separate users based on your organizational structure and assign Visibility and Editing Rights based ManagePro records based on Business Groups. Another advantage of using Business Groups  is the advantages of Manage ManagePro Filters by business groups and Reporting by business groups.

 

Follow the steps below to add Business Groups

 

1.Click on the People and Meetings Tab
2.Click the Manage Business Groups icon on the toolbar
3.The Manage Business Groups window is displayed
4.Click Add
5.Enter the Business Group Name
6.Enter the Business Group Description
7.Click Save
8.Click Close

 

BusGrp1jpg

 

Add Business Groups

 

Business Groups added will be displayed in the ManagePro™ Record Details as shown below

 

Details Business Groups

 

At this point, you are now prepared to Assign Users to Business Groups.