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 in specific Skill Groups they must be assigned to the corresponding Team.

To Manage Teams in versaSRS select the Manage Teams icon from the Manage tab, under the versaSpinner icon.

1. Select the Team you wish to Assign/Un-Assign a User to.
2. Select the Users button. This will open the Team Users screen.
3. 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 partiuclar Users to view Cases and the details therein but not action them.