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, Field 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 organization.
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    Name: Corporate Management

    Owner: Publisher Account

    Icon: InitializeOrganization/Icons/ExecutiveReporting.png

    Summary: Content for government and industry association regulatory compliance and reporting.

    Description: A group dealing with government and industry association regulatory compliance and reporting forms (e.g. Form 447).

    Tags: Regulatory, Compliance

    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: Customer Care & Service

    Owner: Publisher Account

    Icon: InitializeOrganization/Icons/CustomerService.png

    Summary: Content supporting customer service.

    Description: A group with content supporting customer service.

    Tags: Customer Service, Customer Care, Customer

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

    Users Can Apply: Yes

    Contributors: All Members

    Sorted by: Date>Ascending

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    Name: Marketing

    Owner: Publisher Account

    Icon: InitializeOrganization/Icons/Marketing.png

    Summary: Marketing operations content.

    Description: A group containing maps and apps for identifying potential new customers and upselling to existing customers.

    Tags: Marketing, Campaign

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

    Users Can Apply: Yes

    Contributors: All Members

    Sorted by: Date>Ascending

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    Name: Network Construction

    Owner: Publisher Account

    Icon: InitializeOrganization/Icons/O_M.png

    Summary: Content for network construction crews to perform network build outs.

    Description: Content for network construction crews to perform network build outs.

    Tags: Network, Construction, Crews

    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 Engineering

    Owner: Publisher Account

    Icon: InitializeOrganization/Icons/Engineering.png

    Summary: Content for fixed network engineers to share and collaborate.

    Description: A group with content for fixed network engineers to share and collaborate.

    Tags: Fixed Networks

    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: Network Performance

    Owner: Publisher Account

    Icon: InitializeOrganization/Icons/AnnualReports.png

    Summary: Provides the latest information on the performance of the network.

    Description: A group with content to provide the latest information on the performance of the network.

    Tags: Network, Performance, Tickets

    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: Network Planning

    Owner: Publisher Account

    Icon: InitializeOrganization/Icons/NetworkPlanning.png

    Summary: Content for the regional network planning staff.

    Description: A group with content for the regional network planning staff.

    Tags: Planning, Network

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

    Users Can Apply: Yes

    Contributors: All Members

    Sorted by: Date>Ascending

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    Name: Operations

    Owner: Publisher Account

    Icon: InitializeOrganization/Icons/NetworkOperations.png

    Summary: Provides the latest information on the operational status of the network.

    Description: A group containing maps and apps to provide the latest information on the operational status of the network, including outage information, trouble reports, and latest crew locations.

    Tags: Network, Operations, Crews, Tickets

    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

    Owner: Publisher Account

    Icon: InitializeOrganization/Icons/Sales.png

    Summary: Sales group initiatives, reporting, and projects.

    Description: A group with content for sales initiatives, reporting, and projects.

    Tags: Sales

    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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