Adding service users to service groups

As a configuration administrator, you can add service center users to service groups. You can also activate and deactivate users that have been added to groups.

Each service employee must have the role of agent or manager. Only a manager can be made a designated manager.

Service employees that have been added to service groups can be deactivated from the service group and reactivated.

See Assigning service users to service groups.

  1. Select Administration > Setup.
  2. In the Primary pane, click Service Groups.
  3. Select a service group.
  4. Click the Members tab.
  5. Click Create.
  6. In the Employee ID field, click Search .
  7. Select a service group user.
  8. Click Save.