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Groups

Go toManage → Settings → Groups to set up groupsyour agents will be able to work with. Groups are used for grouping categories/operators/queues/rights.


Group Types and Uses

There are four group types :

Group Type Description
Categories You can put Categories in this group. It can be used in ticket Filters and Wallboard widgets that contain info about tickets.
Queues You can put Queues in this group. It can be used in Filters and Statistics.
Operators You can put Operators in this group. It can be used in Filters and Statistics.
Rights You can put Rights in this group. It can be used in Wallboard widgets that contain info about users.
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Group uses
Uses Description
Statistics You can use Groups to see a specific group of users or queues in Statistics. Go to Reporting → Statistics and select the group you want to see in the statistic.
Filters You can use Groups to see activities of a specific group of users or queues. Click Filter  and select the group you want to see.
Wallboard Widgets You can use groups on Wallboards to display Users, Queues or Categories. Go to Application → Wallboards. In the Widgets column, click Change to open the wallboard field. At the bottom of the widget window, add your group. Check Show all items in groups to display individual group members.

Create a New Group/Edit a Group

Go to Manage → Settings → Group to see a list of the groups. Tocreate a new group , click add new. To use an existing Group as a Template for your new one, click Clone in the Actions column. To edit a Group , click its title. The Group details will open.


Group Details

Set up your Group:

Field Description
Title Enter the new group name.
Description Enter a group description.
Type Choose a group type – see Group Types above.
Save your Group.
After creating a new group, go to the Members column and select the Categories/Queues/Operators/Rights you want to see in the group.

Rights

Go to Manage → Users → Rights → Groups tab to set up which users will be able to work with the Group.