Associate a group to a business location

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

    • Associate a group with the desired business location by establishing a one-to-many (1:M) relationship. This association helps you assign cases directly to the appropriate assignment groups.

    Antes de Iniciar

    Nota:
    A group can only be associated with a single business location, but a business location can have multiple groups.

    Role required: admin

    Procedimento

    1. Navigate to All > Customer Service > Service Organizations > Business Locations > Internal/ External Business Locations.
    2. Select the internal or external business location from the list that you want to associate an assignment group to.

    3. In the Assignment Groups related list, select New.

    4. On the Organization Assignment Group form, fill in the fields.
      Tabela 1. Organization Assignment Group form
      Field Description
      Service organization Auto-populated with the name of the business location to which you’re adding an assignment group.
      Assignment group Name of the assignment group that is to be added.
    5. Select Submit.

    O que Fazer Depois

    Add group members to a business location. For more information, see Add group members to a business location.