Editing client coverage groups

You can change the name or description of a client coverage group, add or remove users from a group, and reassign coverage roles for users.

Changes that you make to a coverage group name are reflected in any coverage group that is assigned to a contact. Changes to a coverage group role are also reflected in the coverage group.

If you add a user to a coverage group that is already assigned to a contact, the user is added to the contact's coverage group. If you remove a user from the coverage group, the user continues to cover the client, but no longer belongs to the coverage group.

To edit a client coverage group:
  1. Navigate to the Customize workspace and select the Client Coverage Groups tab.
  2. In the coverage groups list, select the coverage group that you want to edit.
  3. If you want to change the coverage group name or description:
    1. In the detail area on the right, click Edit.
      The Edit Coverage Group dialog opens.
    2. Make your desired changes, then click OK.
      The Edit Coverage Group dialog closes.
  4. If you want to add or delete users from a group or change coverage roles for a user:
    1. In the detail area, in the Coverage Group Members area, click the Select button .
      The Select Coverage Group Members dialog opens.
    2. Use Add or Remove to change coverage group members.
    3. Add or change 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.
    4. Click OK.
      The Select Coverage Group Members dialog closes.
The client coverage group is edited.