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Defining the operator work group

Updated on April 20, 2021
Product Designer for Financial Services

The work group setting on the operator record affects how the application delivers work to the operator. Use the Product structure worksheet in the Implementation Planning Workbook to record your decisions during this procedure. Do the following for each operator:

  1. Click Dev Studio > Org & Security > Organization > Operators.
  2. Click Operator ID.
  3. On the Work tab for this Operator ID, review the work group information for the operator record.
  4. Determine your policy for assigning a work group to an operator or role that multiple operators hold.
  5. Configure the operator with the role that is appropriate to your organization.
  6. You can assign multiple operators to the same role.
  7. Save the configuration.

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