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Adding a Group

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Managers (L3) and Administrators (L4) are able to create Groups during the tasks for which Groups are needed: adding Calls, sending Notes, and creating Discussions.

Adding a Group

  1. Under Scheduling, click the Add Call button. Under Notes & Email, click the Send Note button. Under Discussions, click the New Post button.
  2. Select or confirm you are working with the desired Production.
  3. Scroll down below the Groups selector and click Add Group.
  4. Enter the desired Group name. (It helps to put the Production abbreviation in parentheses in front of the name as it increases ease of selection if groups from All Productions need to be chosen.)
  5. Select the desired Users. (They will be listed under the individual Departments.)
  6. Click Add Group.
  7. The modal will close and the Group should now be in your list to select.







Groups can be edited at any time. Groups, like Users, are specific to each Production in you VirtualCallboard.

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