Creating Groups

171 views September 10, 2018 February 7, 2019 0

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.

Regions 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, and would not see templates created by users in the Transportation unit.

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.

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