Add group members to a business location

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

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

    Antes de Iniciar

    Role required: admin

    Procedimento

    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.

    Resultado

    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.