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Group Member Roles

There are three Member Roles: Primary, Secondary, and Manager. Primary and Secondary Member Roles are also defined in Group Schedules. The Manager Role is used for Manager escalations. Use the sequence to set the escalation sequence between groups and/or members. Next to each user, check the box next to the preferred user role. Then, select a sequence for the groups and/or user.

  • Primary – the first set of users in the escalation sequence.
  • Secondary – the second set of users in the escalation sequence.
  • Manager – used for Manager escalations, can also be a Primary or Secondary role member.  A User with this role can also edit anything within the Group they are a manager of, including User details, Schedules, and Out of Office.

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