Close popover

Table of Contents

Assigning work pools to an access group

Version:

Work pools are the case types in which users in an access group are allowed to create cases. You specify the work pools that are available to an access group.

Complete the following task before assigning work pools to an access group: Creating an access group.
  1. Create an access group, or open an existing instance from the navigation panel by clicking Records Security Access Group and selecting an instance.

  2. On the Advanced tab, in the Name field of the Work Pools section, list the work pools that are accessible to this access group.

    1. In the Name field, press the Down Arrow key and select a work pool.

    2. To add more work pools to the access group, click Add item and select a work pool.

    3. To select the user's default work pool, click the button next to the work pool name.

      As a best practice, select the work pool that contains the case types in which users that belong to this access group most often create cases. This selection determines the default work pool that appears on the top of the Application Explorer tree when you open an application.

  • Adding personas to organize users

    You can manage users more intuitively through personas, which store comprehensive information about the roles and access rights of all of the stakeholders in a process.

Suggest Edit

Have a question? Get answers now.

Visit the Collaboration Center to ask questions, engage in discussions, share ideas, and help others.