Using the Team and Workgroup Manager, create an approver workgroup
that you can reuse across multiple Approval blocks. Approver workgroups can
contain teams, other workgroups and users and don't impact existing team or
customer workgroups.
If configured, record ownership rights (View, Add, Edit, Delete
rights) can be extended to managers, departments, and teams/workgroups, so
carefully consider the implications of these relationships.
Note: You can also edit and remove one or more members from a workgroup
and copy or delete the workgroup using this
Teams and Workgroups window.
Tip: You can see any approver workgroups you create by
configuring an
Approval Block.
To create an approver workgroup:
- In
CSM Administrator,
select
to open the Team and Workgroup Manager.
- Select the
Approver Workgroup option.
The Manager lists the existing workgroups.
- Select
Create New and select
Approver Workgroup
to add a new workgroup to the list.
- Define general information for the workgroup:
- Select the
Info tab.
- Provide a name for the workgroup.
- Select
to open the Image Manager, and then select an existing image or import a new
image to represent the item in the UI.
- Provide a description to use within
CSM
(this property can be searched in
CSM
Item Managers).
- Define options for determining how emails are sent to the
workgroup (when the workgroup is chosen as the email recipient).
- Send to all members who have a valid e-mail
address: Select to send emails to all of the addresses for all
users and customers in the Workgroup (based on the member list created in the
next step).
- Send to this alias: Select and then
provide the email alias (example: [email protected]) to send emails to an
already-defined email alias. This is useful if a company has created an email
alias (example: Company Administrators) that mirrors the membership workgroup.
- Add users/customers/teams to the workgroup:
- Select the
Members tab.
- Select
Add to open the
Choose Approvers window.
- Using the expanding tree or the search box, find and select a
user/customer/team/workgroup to add to the workgroup, and then select
OK.
- Continue to add more members to your list until finished.
Tip: Select
Ctrl + A to select all members in a list
and then select the left or right arrow to move them from selected to
deselected or vice versa. Double-click a member to add them to the workgroup
and close the window at the same time.
- Select
OK.
- Select
Save.
Note: When teams and customer workgroups are part of an approver
workgroup, the values set for votes required for approval is for all the users
and customers within those teams. Voting thresholds cannot be set per team. See
Define Approver Properties.