eMeeting Preparation - User Groups

Navigation path: eMeetings + tab: User Groups

Purpose

User Groups allow you to put together a list of other Xaleon users of your organization. This list will then be available for selection when inviting additional team members to an eMeeting.

Example use case: you are an insurance broker and your organization has product specialists which you might bring into a conversation with a customer. To have these product specialists at hand quickly, you can bundle all those contacts in a User Group.

Feature description

To create a new User Group click New User Group. Then add the respective Xaleon users of your organization.

Invite users during an eMeeting

During an eMeeting you can use the User Group as a filter: