6.3 Privacy groups
A privacy group is a group containing users who can be assigned privacy related functional rights. For example, taking calls, BLF information, Contact Desktop notifications etc.
To create a privacy group
1 If applicable, type in the customer you want to create a privacy group for in the search bar and click on the customer’s name.
*The Customer details page appears.
2 In the menu click on Contact.
*The Contact environment appears.
3 Open the dropdown menu Actions and click on Create Privacy Group.
*The Create Privacy group wizard appears.
Label
Explanation
Name
Enter a name for the privacy group.
Description
Enter a short description for the purpose of this privacy group.
Members
Select the members you want to add to this group. Hold down the CTRL key to select multiple users.
4 Click on Save.
*The privacy group is saved and the group is displayed under the Privacy Groups tab.