Manually create functional groups

Functional groups can be added to your organization to address departmental or business needs in the company. Typically, the structure of the functional groups aligns closely with your organizational structure and the services you are responsible for delivering. You can configure one or more of the functional groups outlined below in your organization.

To configure functional groups, complete the following steps:

  1. Using an Internet browser, go to ArcGIS Online or Portal for ArcGIS and sign in with your administrator account.
  2. Create an account for each individual that will own a functional area in your organization (for example, Operations and Customer Service). The new accounts will own the functional groups and be responsible for developing and cataloging items that meet their organizational needs. Each of these accounts should be a publisher role in your organization.
  3. Using an Internet browser, go to ArcGIS Online or Portal for ArcGIS and sign in.
  4. Create the following groups in your ArcGIS Online subscription.
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    Name: Corporate Management

    Owner: Publisher Account

    Icon: InitializeOrganization/Icons/ExecutiveReporting.png

    Summary: A collection of maps and apps for government and industry regulatory compliance and reporting.

    Description: This group includes a collection of maps and apps for government and industry regulatory compliance and reporting. This content can be used by the executives at the organization to review key performance indicators and reports.

    Tags: Regulatory, Compliance, Reports, KPI

    Status: Organization (Users within your organization can search for and find this group.)

    Users Can Apply: No

    Contributors: All Members

    Sorted by: Title>Ascending

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    Name: Customer Service and Care

    Owner: Publisher Account

    Icon: InitializeOrganization/Icons/CustomerService.png

    Summary: A collection of maps and apps to support customer service activities.

    Description: This group contains a collection of maps and apps that can be used to support customer service activities.

    Typical users and roles that are part of this group:

    • Customer service representatives
    • Payroll clerk
    • Department analyst
    • Accounting technician

    Common tasks or responsibilities of the users in this group:

    • Customer service and care
    • Records management
    • Bill collection and payment

    Tags: Customer, Billing, Rates, Payment, Customer Service, Customer Care

    Status: Organization (Users within your organization can search for and find this group.)

    Users Can Apply: Yes or No

    Contributors: All Members

    Sorted by: Rating>Ascending

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    Name: Marketing

    Owner: Publisher Account

    Icon: InitializeOrganization/Icons/Marketing.png

    Summary: A collection of maps and apps to support marketing activities.

    Description: This group contains a collection of maps and apps for marketing activities, such as identifying potential new customers and upselling to existing customers.

    Typical types of users and roles that are part of this group:

    • Manager
    • Marketing analyst
    • Sales representative

    Common tasks and responsibilities of the users in this group:

    • Analysis to identify new customers
    • Marketing to potential new customers
    • Upselling to existing customers
    • Competitive analysis

    Tags: Marketing, New Customer, Upsell, Competition

    Status: Organization (Users within your organization can search for and find this group.)

    Users Can Apply: Yes or No

    Contributors: All Members

    Sorted by: Title> Ascending

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    Name: Network Performance

    Owner: Publisher Account

    Icon: InitializeOrganization/Icons/WirelessEngineering.png

    Summary: A collection of maps and apps to provide the latest information about network performance.

    Description: This group contains a collection of maps and apps with the latest information about network performance, including outage information and trouble ticket reporting.

    Tags: Network, Performance, Tickets, Outage

    Status: Organization (Users within your organization can search for and find this group.)

    Users Can Apply: Yes or No

    Contributors: All Members

    Sorted by: Date> Ascending

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    Name: Operations

    Owner: Publisher Account

    Icon: InitializeOrganization/Icons/NetworkOperations.png

    Summary: A collection of maps and apps to provide the latest information on the status of the network and staff.

    Description: This group contains a collection of maps and apps with the latest information on the operational status of the network and field technicians.

    Typical types of users and roles that are part of this group:

    • Operations managers
    • Field technicians
    • Heavy equipment operator

    Common tasks and responsibilities of the users in this group:

    • Inspections
    • Network maintenance
    • Facilities and grounds maintenance
    • Inventory control

    Many maps shared with this group are designed to be used with Collector for ArcGIS. If you have not installed the app, use the links below to install on your device.

    Tags: Operations, Construction, Inspections, Repair, Facilities

    Status: Organization (Users within your organization can search for and find this group.)

    Users Can Apply: Yes

    Contributors: All Members

    Sorted by: Title> Ascending

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    Name: RF Engineering

    Owner: Publisher Account

    Icon: InitializeOrganization/Icons/Engineering.png

    Summary: A collection of maps and apps to support RF engineers.

    Description: This group contains a collection of maps and apps for RF engineers to share and collaborate.

    Tags: Network, Engineering, RF

    Status: Organization (Users within your organization can search for and find this group.)

    Users Can Apply: Yes or No

    Contributors: All Members

    Sorted by: Title> Ascending

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    Name: RF Planning

    Owner: Publisher Account

    Icon: InitializeOrganization/Icons/NetworkPlanning.png

    Summary: A collection of maps and apps to network planning and expansions.

    Description: This group contains a collection of maps and apps for network planning staff.

    Typical users and roles that are part of this group:

    • Engineering manager
    • RF engineers
    • GIS supervisor
    • GIS technician

    Common tasks and responsibilities of the users in this group:

    • RF planning
    • Design
    • Risk management

    Tags: Planning, Network, RF

    Status: Organization (Users within your organization can search for and find this group.)

    Users Can Apply: Yes or No

    Contributors: All Members

    Sorted by: Title> Ascending

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    Name: Sales and Retail

    Owner: Publisher Account

    Icon: InitializeOrganization/Icons/Sales.png

    Summary: A collection of maps and apps to support sales and retail activities.

    Description: This group contains a collection of maps and apps to support sales and retail activities.

    Typical types of users and roles that are part of this group:

    • Sales managers
    • Retail store managers
    • Sales representatives

    Common tasks or responsibilities of the users in this group:

    • Enterprise sales
    • Door to door sales
    • Identification of potential network expansion projects
    • Service qualification

    Tags: Sales, Retail

    Status: Organization (Users within your organization can search for and find this group.)

    Users Can Apply: Yes

    Contributors: All Members

    Sorted by: Title> Ascending

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