Creating Roles from Groups

The Group Manager & Dispatcher roles in Everbridge are extremely powerful. It allows you to segment the audience a particular set of users can broadcast messages to. A common example of this is office locations and ensuring that message senders from that office can only send notifications and view contact information for those in that office.

Sounds great, right?

But what if you have 100+ offices around the world?

I worked with a customer that had this very challenge and the click fest it created was not fun.

Today I’m pleased to announce that Sentworks has a new feature that will significantly increase the speed and accuracy of creating multiple roles from the groups that you already have.

First, the steps to create the foundation for security trimmed templates across 100 offices. Let’s assume you have 100 office “Groups” to work with. The groups can be pulled in with the contact upload.

  1. Create a new Role
  2. Type the name, best if it matches the Group name it’s modeled after
  3. Pick the permission level from the drop down
  4. Update the “Permissions” with the exact Permission Scope that you’d like all the offices to have, for example, delete contacts, remove contacts from groups, etc. Side note: what if you forget a check box? Sentworks has a report to help compare permission scopes.
  5. Choose the assigned group(s)
  6. Save

At minimum it’s 10+ clicks along with typing the role name, times 100!

The screenshot below highlights the steps this same task would require in Sentworks. As a teaser; once the 100 roles have been created, Sentworks can also copy a set of perfectly configured templates to all the offices. After they’re created, the Template Wizard offers multi template update for content or settings changes.

Changing Many Everbridge Templates at Once

I once worked with a customer that needed to make changes to hundreds of templates. The templates were assigned to offices around the world and it wasn’t just settings that needed updating, the message content also needed to be consistent.

Doing this manually is beyond time consuming. Changing from one Group Manager role to another, not losing your place as you work down the template list… want to check your work? Sure, but you’ll have to open each template in order so don’t lose your place.

I’ve been there, and I’m happy to say there’s a solution. The Sentworks template wizard enables admins to make sweeping changes to as many templates as you’d like to select. All you need to do is make changes to one template which acts as a model for the others. Simply choose what values you’d like to apply from the source to target templates, it’s that easy. The wizard will launch with 5 settings and no cap to the number of templates you can change. The settings are, Message Title, Body, Priority, Confirmation and Category.  The screen shot below demonstrates how easy it is to use, even if the scenario isn’t based in reality.