Set a default assignment group on the team calendar

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

    • Set an assignment group as default to readily access them on the team calendar.

    Vorbereitungen

    Role required: wm_agent, wm_basic, or wm_manager

    Warum und wann dieser Vorgang ausgeführt wird

    Whenever you log in to the team calendar, agents in the default assignment group are displayed.

    Prozedur

    1. Navigate to All > Field Service > Manager > Workforce.
    2. Select the settings icon.(Dispatcher Workspace settings icon)
    3. In the Default Group list, select a group that you would like to set as default.
    4. Click Save.
      Whenever you log in to Workforce, agents in the default assignment group are displayed.
      Hinweis:
      If your default assignment group is removed, the agent list shows users from the first group in the list displayed in alphabetical order.