About Groups
Group Management is an optional feature that gives your company the ability to set up teams of people who work together, allowing them to share a common set of information.
Setting up groups at your company allows the employees to do the following:
- Employees can view other employees' calendars.
NOTE: Users must have the Calendar Sharing privilege assigned to their role for this behavior to occur.
- Group members can access a merged calendar, showing the availability for all members in their group. This allows employees to determine the best time to schedule appointments and to notify employees (and contacts) of appointments.
- Employees can grant access to their calendar to a specific employee who doesn't belong to their group. After that, the employee can shift from viewing her own calendar to the other employee's calendar.
- Employees can add further calendar views to show selected employees' calendars. For example, if they need to set up meetings on a regular basis with a subset of their group, they might set up one calendar view that includes the calendars for that smaller set of members.
- Employees can share ownership of activity, account, contact, and opportunity records automatically.
NOTE: In addition to setting up groups, the company administrator needs to select the Default Group Assignment option in the Company Profile for this behavior to occur.
The new records that any member in the group creates are jointly owned by all members in the group. For example, if an employee belongs to group XYZ, an account that employee creates appears in the account lists for all members in that group. On that account record, the employee's name appears in the Owner field, the group name appears in the Primary Group field (if the company administrator added this field to your layout), and all group members can update the record.
Groups versus Teams
The application distinguishes between Groups and Teams:
- Groups are set up by the company administrator and apply to entire sets of records across the company. The Group feature must be enabled by the internal administrator or the company administrator when the company is set up for Siebel CRM On Demand.
- Teams are set up by the record owners or company administrators and apply to only those records that allow teaming: accounts, contacts, opportunities, households, portfolios and custom objects. To set up a team to access the record, the owner must explicitly share that record through the Team section on the record Detail page.
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