Quick assign groups allows admins to create buckets of admins that can be assigned to an activity with just one click.
Creating a New Quick Assign Group
- From the Accounts tab, go to the Quick Assign Group sub-tab and click Create Group.
- Enter the Name for the group. A Description of the group is optional.
- Next, select the admins to add to the group. When you are finished, click Create.
Editing an Existing Quick Assign Group
- From the Accounts tab, go to the Quick Assign Group sub-tab and click the
icon for the group you'd like to manage.
- Make the changes and click the Update button.
Deleting a Quick Assign Group
- From the Accounts tab, click the Quick Assign Group sub-tab and click the
icon for the group you'd like to delete.
- A pop-up window will appear asking you to check a box to confirm deletion.
Assigning Groups to an Activity
Groups can be assigned from during pre-production, or during the review stage of the production process.
On the pre-production stage, click the Quick Assign Group button to access the existing groups. Select a group and click Assign Groups.
On the review stage, click the Quick Assign Group button to access the existing groups. Select a group and click Assign Groups.
FAQs
Is the actual group assigned to the activity, or the admins within the group?
When assigning a group to the activity, the system associates the admins within the group to the activity, not the group itself.
If I delete a group, will that delete all the admin within the group?
No. If you delete a group, the admin accounts will still exist, they will just not be associated with that group.
If I add or remove a member to existing group, will that change be reflected in all the activities associated with the group?
No. Adding or removing group members has no effect on any of the existing activities for that group.