Business Group Management

A Business Group is a logical group of Roles and is used for routing, notification and escalation purposes in XMPro. A role can form part of more than one business group. The business group is always the first thing you need to create in a new site.

Business Group Management can be performed in the WorkFlow Designer or in WorkFlow.

Only users with the appropriate rights will be able to add, edit or delete Business Groups in WorkFlow or in WorkFlow Designer. In WorkFlow Designer, if Business Groups are not showing in the explorer pane, check that the Read and Write boxes are checked for Business Groups in the Options Editor.

If you are not able to access the Business Group under Manage in WorkFlow , in WorkFlow Designer in the Options Editor, check that the user has access to Read and Edit Users.

For more information on how to manage Options, click here.

Properties of a Business Group

Identification
Description	Use this property to define a short description for this business group.
Name	Use this property to define the name of this business group.
Identifier
ID	A numerical value which uniquely identifies this business group. This property is automatically assigned, and used internally by XMPro.
Routing
Escalate To	Use this property to define to which role this group’s tasks must be escalated. This value will be used by XMPro to determine escalation for this business group.

The Business Group is always the first thing you need to create for a new site.