Assign additional managers to user groups when Workforce Optimization for Field Service is installed

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

    • When Workforce Optimization for Field Service is active, you can appoint additional managers for your user groups, ensuring the continuity of work in the absence of a manager.

    Vorbereitungen

    Role required: sn_wfo.admin

    Warum und wann dieser Vorgang ausgeführt wird

    Workforce Optimization for Field Service must be active to add additional managers to user groups.

    Prozedur

    1. Navigate to All > Agent Group Management > Additional Managers.
    2. Select New.
    3. In the Assignment Group field, use the lookup icon to select or create a user group.
      Make sure that the user has the wm_manager role. For more information on assigning roles to users, see Assign a role to a user.
    4. In the Manager field, use the lookup icon to select or create a user.
    5. Select Submit.
      You can assign multiple managers to a user group by repeating the steps for each manager.