Assigning a User to a Team
Video Tutorial
versaSRS allows a User to be assigned to any number of Teams and Skill Groups. For a User to be assigned Cases they must be assigned to the corresponding Team and Skill Group.
To manage Teams in versaSRS select the Manage Teams icon from the versaSpinner - Administrators tab.
- Select the Team you wish to Assign/Un-Assign a User to.
- Select the Users button. This will open the Team Users screen.
- Select the User(s) you wish to Assign/Un-Assign using the > & < buttons.
- You can bulk Assign/Un-Assign all Users by pressing the >> & << buttons.
Once a User is assigned to the Team they will need to be assigned to the relevant Skill Groups and Security Profile.
NOTE: If no Security Profile is assigned to a User then all the cases in the Team will be Read-Only. This can be utilised to allow particular Users to view Cases and the details therein but not action them.
