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Groups

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


Group Types and Uses

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

Create a New Group/Edit a Group

Go to Manage → Settings → Group to see a list of the groups. 

To create 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

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

Rights

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






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