Assign Public Business Contact Groups to User Groups
Public business contact groups are assigned to groups of users on the Resources
tab of the User Groups setting. You can assign more than one public business
contact group to each user group. This is also where you assign access rights
(View or Edit) for the contacts in the group. In this way, the access rights are
dependent on the assigned user group.
To Create a Public Business Contact Group:
1 On the menu bar, click Encompass, and then click Settings.
2 In the left panel, click Contact Setup, and then click Public Business Contact
Categories.
3 Click the New icon.
4 On the Group Details window, type the Group Name and then click the New
icon to add contacts to the group.
5 On the Add Contacts window, select one or more contacts, and then click Add.
• Select or type values in the fields below the column headings to filter the list
of displayed contacts. Or, click the Advanced Search button to create
advanced search criteria.
6 Back on the Group Details window, click Save.
