Simple Conditional Assignment not working
I'm just testing what we can do with Conditional Assignment, and even setting up something simple isn't working.
I've created a Zoho One group called "Ex-Emmployees" and set the conditions as :
IF Group.Role is not "Moderator"
Application Setting
User
Role - Inactive
Profile - Inactive
I have the role and permission set up in the app and it works manually, however when I add a test user to the group their role/profile don't change in the app. Even when I have ticked "Overwrite the roles assigned manually to Users"
What have I done wrong ?
Sticky Posts
How to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________