Add New Employees to Selected Conversation Groups

To use the Conversation groups submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To add a new employee to a selected conversation group:

  1. On the main toolbar, click Settings .
  2. In the left pane of the Settings screen, click Advanced Tools > Conversation Groups.
  3. Highlight the conversation group you want to add an employee to.
  4. On the subgrid toolbar, click Add New Employee .
  5. In the Add an Employee to the Group dialog box, select from the drop-down list the employee you want to add and then click OK.
  6. Alternatively, click on the @ini field, enter the initials of the employee you want to add to the conversation group, and then press ENTER.