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Resource Managers

Topics Discussed Below

Adding Subscribers to a Group

Removing Subscribers from a Group

Resource Manager Mgmt

Adding Subscribers to a Group

1.       Click Subscribers.

2.       Within the Navigation pane, click Resource Manager Group.

3.       Depending on the amount of records you have within your database, the Resource Manager Group list may not readily populate. To populate the list, perform one of the following actions:

·         Within the search box, type any portion of the record and then click the magnifying glass.

·         Click the Show All button.

4.   Once the list populates, double-click the desired Resource Manager Group. The Resource Manager window opens.

5.   The Subscribers in the Selected Subscribers pane are currently assigned to this Resource Manager Group.

6.   The All Subscribers pane displays a list of Subscribers currently within your database but assigned to this group.

7.   To assign a subscriber to the group, highlight the subscriber within the Available Subscriber list in the All Subscribers pane and click the Add Selected Manager in the Subscribers Association ribbon group. Alternatively, double-click the selected subscriber in the Available Subscriber list.

8.   The subscriber name moves from the Available Subscriber pane into the Selected Subscribers pane.

9.   Within the Actions ribbon group, click Save (save and stay) to continue working within this group or Save & Close (save and exit) to return to the Resource Manager List.

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Removing Subscribers from a Group

1.     Click Subscribers.

2.     Within the Navigation pane, click Resource Manager Group.

3.     Depending on the amount of records you have within your database, the Resource Manager Group list may not readily populate. To populate the list, perform one of the following actions:

·         Within the search box, type any portion of the record and then click the magnifying glass.

·         Click the Show All button.

4.   Once the list populates, double-click the desired Resource Manager Group. The Resource Manager window opens.

The Selected Subscribers pane list all subscribers currently assigned to this group.

5.   To remove a subscriber from the group, highlight the subscriber’s name within the Selected Subscribers pane and click Remove Selected Manager from the Subscriber Association ribbon group.

6.   Within the Actions ribbon group, click Save (save and stay) to continue working within this group or Save & Close (save and exit) to return to the Resource Manager list.

7.   The subscriber name will not re-appear in the Available Subscribers pane until you close out of the group and re-enter.

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