How to add an agent to a group?

Updated: 12/16/2021
Article #: 291


Groups allow you to to keep your agents more organized. Groups can be used to organize departments, different support requests or even organize agents by their technical specialties.  

 

To manually add or remove an agent from a group, follow these steps:

 

1. Log in to your Help Desk portal using an administrative account

 

2. Click on Admin (left side menu) to access the Admin section

 

3. Click Agents/Groups/Roles (side menu)

 

4. Find the agent and click Edit 

 

5. Under Groups, add/remove the groups that this agent should be part of

 

6. When complete Click Save at the bottom of the screen.

 

 

You're all set!

 

 

 

Want more information on Cayzu Help Desk? Visit https://www.cayzu.com

 

 







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