Assigning Ruleset to Registered User

A ruleset is a tag that you can assign to a registered user. Each ruleset has a corresponding routing rule.

To assign a ruleset to a registered user

  1. Start the Server Administrator.

    On the Start menu, click Upland AccuRoute > Upland AccuRoute Server Administrator.

  2. Click Registered Users on the Server Administrator tree and select a user in the details pane.

  3. Select a ruleset from the Ruleset drop-down list, or enter the name of the ruleset in the Ruleset text box.

  4. Click OK to save your changes.

See also

About Rulesets and Routing Rules

Creating a Routing Rule based on a Ruleset

Example of a Ruleset