Adding client coverage groups

Create a client coverage group to make the group available for users in the Contacts workspace.
To add a client coverage group:
  1. Navigate to the Customize workspace.
  2. In the Client Coverage Groups tab, click the Add button .
    The Add Coverage Group dialog opens.
  3. In the Name field, enter a name for the group.
  4. In the Visibility field, define view security for the group. Select Public to make the group visible to all users, or select a user or group to restrict visibility to that user or group.
    Important: You cannot modify view security levels for the coverage group after it has been created. If you want to restrict view access to this coverage group, you must set it now. The default view setting is Public.
  5. To add users to the group:
    1. In the detail area, in the Coverage Group Members area, click the Select button.
      The Select Coverage Group Members dialog opens.
    2. In the list on the left, select one or more users to add to the coverage group.
    3. Click Add to move the selected users to the right column.
    4. Define the coverage role for a user by double-clicking in the Coverage Role field for the user, then selecting a role from the drop-down list. Click OK.
      Note: You must define a coverage role for each user.
      The Select Coverage Group Members dialog closes.
  6. Click OK.
    The Add Coverage Group dialog closes.
The client coverage group is created. The group is available to users on the Contacts workspace.