Router members receive assignments from routers. Members can be added manually or auto-synced based on criteria you select. You can also configure router member settings such as weights, limits, and schedules.
Things to keep in mind
Adding Members Manually
Follow these steps to add one or more members manually:
- Navigate to a router.
- Scroll down to the Members related list and click Manage Members.
- In the Member Selection section, select the desired users/queues from the Available list and click the Add (right arrow) button.
Instead of manually adding members you can define conditions for which users should be members. These conditions can be based on any standard or custom user fields; e.g. user role, profile, group membership, etc. Users will be automatically added to or removed from routers based on whether they meet these conditions.
Follow these steps to sync members:
- Click the Auto-Sync Members checkbox.
- Select a User Field to filter on (e.g. Role Id).
- Select an Operator (e.g. equals).
- Enter a Value (e.g. Inside Sales).
- Click Add Row to add additional filters as desired.
- If you have more than one filter you can optionally click Add Filter Logic to customize the evaluation logic. For example, if you have three filters you could use “1 AND (2 OR 3)”. This means that filter 1 must be true, and either 2 or 3 must be true.
- When done, click the Sync Members button.
- Click OK on the prompt.
In addition to auto-syncing members based on standard and custom user fields, there are a few special filters that can be used.
|Is Direct Member of Group||This special filter allows you to sync users who are members of a public group or queue. Note: this only includes users who are added directly to a group–it does not include users who are automatically added to a group based on their role or territory.||Available in Version 4.1.4 and up|
|Has Kubaru Skill||Allows you to sync in users that have a particular Kubaru Skill assigned.||Available in Version 5.3 and up|
|Has Kubaru Territory Assigned||This is a simple “yes” or “no” filter. When applied, users who do or do not (depending on which operator you’ve chosen) have at least one Kubaru Territory assigned will be synced as a member.||This type of filter is recommended for use with Territory Assignment routers|
|Has Kubaru Membership||This filter will automatically add anyone who is a member of any Kubaru router that assigns the same object. It is most commonly used for Duplicate Matching.||This type of filter is recommended for use with Duplicate Matching routers.|
Available in Version 4.7.14 and up
|Is Found In Selected User Lookups||This filter is only available for User Lookup routers and allows you to dynamically pull all users from the router’s selected user lookup fields into the router as members. This effectively lets the router indiscriminately assign records to any user populated in a selected user lookup field, without needing to explicitly know who they are ahead of time or maintain router memberships.||This type of filter is recommended for use with User Lookup routers.|
Available in Version 5.0 and up
After you have either selected or synced your members, you can configure the following setting for each member:
|Available (1)||Indicates whether this member is available to receive assignments. Note: if a user is set as unavailable on the Kubaru Members tab, this box will be unchecked and won’t be editable.|
|Weight (2)||Determines how many assignments members should receive relative to one another. See Weights for more information.|
|Time-Based Limit (3)||Defines the maximum number of records the member can receive in the specified time period (hourly, daily, or weekly). The time period refers to a static period, with “Per Day” referring to a calendar day, and “Per Week” referring to Sun-Sat, unless Rolling Limit Periods are enabled. If set here at the member level, this value overrides any value set at the router level. If a value is set at the router level, you will see that value displayed as placeholder text at the member level. If you have enabled Stacked Time-Based Limits, you may apply multiple time-based limits. See Time-Based Assignment Limits for more information.|
|Max Active Load (4)||Indicates the maximum number of active records that a user can own at any given time. If a user meets or exceeds this value, he/she will not be assigned records by the router. If set here at the member level, this value overrides any value set at the router level. If a value is set at the router level, you will see this value displayed as placeholder text unless it is overridden. See Max Active Load for more information.|
|Member Schedule (5)||Indicates the days and times of day that a member can receive assignments.|