Groups

Create a group to control what services (these are the individual workflows that are set up for CXM) a group of individuals can access, based on role privileges.

New Group Option

In select New Group or if you are editing an existing Group you can set the user type that can access that group of services, and the services that are to be available. Initially there is only a default service available until additional services have been set up via the workflow menu.

New Group Creation

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