Groups

Use this Groups tab to create and manage the groups that your users can be placed into. Groups can be used to filter which Flows and Workboard views can be accessed by your team.

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Click the green plus button to create a new User Group.

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User Groups Table

Use this table to select a particular group and open the Edit Group window.

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Edit Group

This window appears when you select a particular group, allowing you to make changes to that group as you see fit. !(Edit Group Details)[./images/mc_edit_group.png]

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Group Name

Use this field to set the title of the specified group.

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Group Description

Use this field to describe the purpose or intention of this particular group.

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Add new users to this Group by default?

Check this box to automatically add any newly created or invited team members to this particular group. This is useful for entry level groups, like Tier 1 support agents for example, since it removes the need for you to manually add team members to the most widely used groups.

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Allow users to suggest step edits?

Check this box to give your team the option to suggest edits or improvements in Sidekick to individual steps in your Flows. Any suggested edits will appear as in the notification menu with the bell icon in the top right corner of FlowEQ.

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Allow users to reset all progress in Sidekick?

Check this box to allow members of the group to reset the Flow progress inside of Sidekick. This functionality will clear all executed Flows and treat the ticket as if no Flows have been executed. Please note that resetting a ticket will not clear any field updates or comments that were made in the ticket by FlowEQ.

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Edit Group Members

Use this table to view the current members of the specified group. To remove a member from this group, click the red trashcan icon for that member.

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Add Group Members

Use this dropdown menu to select specific members who should be added to this group.