Search

InterAction+™ Hybrid Answer Center

Group Management

  • Updated

Group Management allows Firm Administrators to perform group maintenance in a single location. Located in Firm Settings, this capability enables Firm Administrators to:

  • View all Groups within InterAction+™
  • Create, Edit and Rename Groups
  • Assign an e-mail address to Groups
  • Set Groups to active or non-active
  • Add and Remove Users (single or in bulk) to and from Groups
  • Manage Access Permissions for group members

To Create a Group:

  1. Click on the Firm Settings tab.
  2. Under Firm Settings, select Group Management. The Group Management screen will be displayed. Any groups that have already been created will be displayed in a list.
  3. Click Create New Group on the Group Management screen.

  4. Enter the Name and Email Address of the new Group and click Next.

  5. Click the add icon next to the User name to add them to the Group. You can also use the Search function to search for users by last name.

  6. Click Save.

To Edit a Group:

  1. Click on the Firm Settings tab.
  2. Under Firm Settings, select Group Management. The Group Management screen will be displayed. Any groups that have already been created will be displayed in a list.
  3. Click on the pencil icon next to the user name to open the Update Group window.
  4. From the Update Group window, you can change the group Name and Email Address. You can also click on the Active checkbox to set the group to non-active.
  5. Select the Access Permissions. Users granted Manage List Templates permissions can perform the following actions:

    • List Download

    • Manage List Templates - During list creation, relevant templates automatically appear based on the selected list class, such as Working lists or Marketing lists.

    • Contact In-Depth Report Download

    • Matters (Detail Level Information)

      • All Matters or My Matters Only

    • Financials (Summary Level Information)

    • Opportunities: Users with the Administrator role have full access to Opportunities, regardless of group settings.

      • All Opportunities or My Opportunities

  6. Click Save.

To Add or Remove Users from a Group:

  1. Click on the Firm Settings tab.
  2. Under Firm Settings, select Group Management. The Group Management screen will be displayed. Any groups that have already been created will be displayed in a list.
  3. Click on the Group name to open the new window.
    • To remove a user: Click on the check box next to the user's name and click the Remove User button. A confirmation window will be displayed. Click Yes in the confirmation window to remove selected Contacts from the category or click No to cancel the action.
    • To add a user: Use the search bar underneath the Group name and search for the user(s) by last name. Click Add User when you are done.