Configuring event coverage
Coverage indicates which users are responsible for an event. An event coverage group is a user group that a business administrator creates. After creating a coverage group, users can assign coverage of an event to the group on the Events workspace. A coverage team is a collection of all the individual users and coverage groups who receive, view, and edit access to entities and collaborate on their corresponding opportunities, activities, and events.
You can create event coverage groups from the Event Management tab on the Customize workspace.
Adding event coverage groups
Create an event coverage group to make the group available for users in the Events workspace.
To add an event coverage group:
The event coverage group is created. The group is available to users on the Events workspace.
Editing event coverage groups
You can change the name or description of an event 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 event to which the coverage group is assigned. Changes to group members or group member roles are not.
To edit an event coverage group:
- Navigate to the Customize workspace.
- In the Event Management tab, select the Coverage Groups subtab.
- In the coverage groups list, select the coverage group that you want to edit.
- If you want to change the coverage group name or description:
- If you want to add or delete users from a group or change coverage roles for a user:
The opportunity coverage group is edited.
Deleting event coverage groups
Delete event coverage groups that you no longer require.
If you delete a coverage group that is currently assigned to an event, the group is deleted from the event. Individual group members remain assigned to the event and no longer belong to the coverage group.
To delete an event coverage group:
The coverage group is deleted. The coverage group is also removed from any events to which it is assigned in the Events workspace.