The concepts of Regions and Business Groups provide an additional level of control and organization for your content. 

Region and Business Group organization limits the scope of the sharing, such that only users within the same Region and/or Business Group will be able to share templates and content. For example, a user in the Northeast Region would be able to view and share content with another user in the Northeast Region, but would have no access to any content created by users in the Southwest Region. In the same way, a user in the Healthcare Business Group would be able to share content with other users within Healthcare, but would not see content created by users in the Transportation Business Group. It's important to note that content must be shared in order for other users to view it.  

To create a new Group, navigate to POLITEMAIL in the Outlook Ribbon and choose Account>Groups from the pull down menu.

Within Groups, you will see two options for Region or Business. You can change the name of "Business" or "Region" by clicking the pencil icon and entering a new name. To add sub-groups to Business or Region, type a name for a sub-group and then click Add.

You can now assign users to the Group by clicking on the Users tab and clicking on the user profile. In the popup window, you can assign users to specific Business or Region Groups. Click Save when finished.

To assign a Region or Business sub-group to a content item (template, image, Smart Attachment, etc), start at the POLITEMAIL menu at the top of the Outlook Ribbon and click the Content button. Selecting any of those options will bring you into the Content Library (data grid) view. Click on the content item you'd like to assign to a Region or Business, then makes changes in the new popup window.

Alternatively, you can use the Actions menu to select a Business or Region for any content item.

For information regarding sharing templates and email content within Groups, click here.

The concepts of Regions and Business Units provide an additional level of control and organization for your content. These tools are available within the PoliteMail Enterprise Server or Cloud Server implementations. An additional user type of Manager also becomes an available option with these versions.

Region and Business Unit organization limits the scope of the sharing, such that only users within the same Region and/or Business unit will be able to share templates and content. For example, a user in the Northeast Region would be able to view and share a template with another user in the Northeast Region, but would have no access to any templates created by users in the Southwest Region. In the same way, a user in the Healthcare Business unit would be able to share templates with other users within Healthcare, but would not see templates created by users in the Transportation Business unit.  It's important to note that content must be shared in order for other users to view it.  

To create a new Group, navigate to PoliteMail in the Outlook Ribbon and choose Settings>Groups from the pull down menu.

Within Groups, you will see two options for Region or Business.  Type a name for a specific Region or Business and then click Add.

You can now assign users to the Group by clicking on the Users tab and navigating to the Business or Region Column.  By clicking Edit, you’ll be able to add users to specific Business or Region Groups. Finish up by clicking Update.

To assign a Region or Business unit to a content item (template, image, attachment), start at the PoliteMail menu at the top of the Outlook Ribbon and click the Content button. Selecting any of those options will bring you into the Content Library view.  Here, use the Template tab (or other content tab), then check an item.  Navigate to Actions, and then select Business or Region to change the parameters.

For information regarding sharing templates and email content within Groups, click here.