Groove Manage on Behalf Of
Note: This functionality is reserved for Admins only.
Groove's Manage on Behalf Of feature helps when you need to assist your team to maneuver your Flow participants into a new step, review their flow steps or execute steps on their behalf.
Enable Manage on Behalf Of for your Organization
To enable, Admins can:
- From Clari Studio, go to Manage My Org
- From the left nav, go to Manage on Behalf Of
- Enable
Managing on Behalf Of Another User
Selecting and Viewing Another User
Admins can view any user's Flows and Actions when using Manage On Behalf Of.
- Go to the Groove web app
- Next to your profile icon on the Groove top header, if you have access to Manage on Behalf Of, you can select the user you want to manage on behalf of:
Once another user is selected, blue banner will appear on top of your page to indicate that you are managing Flows as that user.
To exit, click the X on the banner to return to your own view.
Executing as Another User
While using Manage on Behalf of, you can also execute steps and actions on their behalf. Any action that you take on behalf of another user will be sent and logged as the user you're managing.
Managing Flow Participants as Another User
You can also access the People Tab within a Flow to move contacts or leads from one step in the flow to another, move to another flow, or remove them from the flow. With manage on behalf of, you will have access to the same functions as if you were managing on your own flows. Read more about adding people to Flows.
Note: Any action you take while managing as this user, will be logged as the user.
