Employee and Client Groups Overview

Please refer to the attached video tutorial for a detailed overview of the Groups within the Dial-N-Document system.

Topics Covered Include:

Groups are used to designate collections of employees or clients for various features and/or functionality in your Dial-N-Document system

Examples Include:

• A group may be assigned to a specific call plan
• A group may be assigned to a specific broadcast or text message
• A group may control or restrict certain functionalities in the program

Typically groups are created and managed in your payroll/billing/scheduling software, which may refer to the groups as "teams".  Dial-N-Document also lets you manage these groups.

If you understand Employee Groups, you will understand Client Groups as the basic functionality is the same.

Employee Groups:

• Add/Rename Employee Groups enables you to create, rename, or disable a group
• Add/Remove Groups by Employee allows you to assign one or more employees to a specific group
  • Note that you are limited to adding 20 employees at a time
• Add/Remove Membership by Group allows you to assign an employee to one or more groups

You may see some "ADM" or admin groups in your Dial-N-Document system.

• These are unique to Dial-N-Document
• You won't see them in your payroll/billing/scheduling software.
• These groups may be used to add limited access to the features within your Dial-N-Document system for specific groups of employees
• ADM groups are optional

Topics that are not specifically covered, but are implied in this tutorial are:

• Add/Rename Client Groups
• Add/Remove Groups by Client
• Add/Remove Membership by Group