Assigning Users to Business Groups

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Before a user can be assigned to a business group, the Business Group must exist  (See Adding Business Groups)

 

To Assign a User to a Business Group, follow the instructions below:

 

Go to the People & Meeting Tab
High-light the Person from the list
Right-click and select User Access

 

BusGrp4

 

In the Business Groups Section of the User Access window,
Select each business Group the User is to be assigned to (means they will have the ability to read, and/or write) to records the Business Groups is assigned and/or where People in the business group are assigned.
Click OK