Service Manager

Working with Teams and Groups

You can share conversations on the Social Board with specific teams and groups.

•In the Social Board, a team is defined by an administrator. Anyone can create a group.

•Messages sent to a team go to everyone on the team. All team responses can be viewed by other team members.

•Messages posted to a group can be viewed by everyone in the group. Anyone with access to the Social Board can join a group that you have created. You cannot choose which members can belong to your group.

Creating a Group in Your Social Board

1.Log in to the application and navigate to the Social Board workspace.

2.Click Groups activity > Manage Groups. The Manage Groups window appears.

3.Click Create new group. The Create new group window appears.

4.Enter information into the fields.

5.Click Save to save the group.

6.Click Close to close the Create new group window.

Joining a Group

1.Log in to the application and navigate to the Social Board workspace.

2.Click Groups activity > Manage Groups. The Manage Groups window appears.

3.If you have never joined a group, two buttons appear. Click Join a group. If you have already joined a group, skip this step.

4.From the Public Groups tab, within the group box, click Join.

5.Click Close.

Leaving a Group

1.Log in to the application and navigate to the Social Board workspace.

2.Click Groups activity > Manage Groups. The Manage Groups window appears with your current groups.

3.Within the group to leave, click Leave. The Leave Group confirmation box appears.

4.Click Yes to leave the group.

The group no longer appears on the My Groups tab.

You cannot delete a group, but you can leave a group. However, you cannot leave a group that you created.