Adding and removing client coverage group members

You can add or remove coverage group members from client coverage groups.

To add or remove group members from a client coverage group:

1. Navigate to the Coverage page.
2. In the Coverage Groups tab, select a client coverage group. A list of the current group members appears in the Coverage Group Members area.
3. In the Coverage Group Members area, click the Select button 

   

   . The Select Coverage Group Members dialog opens.
4. Select a user from the list on the left, and click Add to move the user to the list on the right.

5. Assign a coverage role by double-clicking in the Coverage Role column for a contact and selecting a role from the drop-down list.
   

   

   Coverage roles are prepopulated for users who have a default client coverage defined.

6. When you are finished, click OK. The Select Coverage Group Members dialog closes.

You have modified coverage group members in a client coverage group.

When you add or remove a member of a client coverage group, the changes are cascaded to all clients with that coverage group.

When you add or remove a member of a client coverage group, the changes are cascaded to all clients with that coverage group.