Add New Employees to Conversation Groups

Use the Conversation Groups submodule to add new employees to selected conversation groups.

To use the Conversation Groups submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To add a new employee to a conversation group:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the conversation group that you want to add a new employee to.
3. In the left pane of the Settings screen, click Advanced Tools > Conversation Groups.
4. Highlight the conversation group that you want to add an employee to.
5. On the toolbar of the bottom grid, click Add New Employee .
6. In the Add an Employee to the Group dialog box, use the drop-down list to select the employee that you want to add and click OK.
   Alternatively, use the @ini field to enter the initials of the employee that you want to add to the conversation group and press ENTER.