Add group members to a business location

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Enroll or add group members to a business location to create a dedicated group or team focused on specific cases.

    Vorbereitungen

    Role required: admin

    Prozedur

    1. Navigate to All > Customer Service > Service Organizations > Business Locations > Internal Business Locations.
    2. Select the internal business location from the list that you want to add group members to.

    3. In the Members related list, select Edit.

    4. Add the users from the associated group to the Members List.
    5. Select Save.

    Ergebnisse

    The member is successfully added to the assignment group. Based on your requirement, you can keep adding more members to the group and assign them a dedicated task.