Create a group

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

    • Create groups to assign work to team members based on specific requirements such as skills, location, and product models. This approach enables you to route cases to the appropriate team members.

    Antes de Iniciar

    Role required: user_admin

    Procedimento

    1. Navigate to All > User Administration > Groups.
    2. Select New.
    3. On the Group form, fill in the fields.
      Tabela 1. Group form
      Field Description
      Name The name of the group.
      Group email The group email address or the distribution list for the point of contact, such as the group manager.
      Nota:
      By default, the group email address overrides the individual email addresses of the members.
      Manager The group manager or lead associated with the group.
      Parent The larger group to which this group belongs.

      If a group has a parent, the child group inherits the roles of the parent group. The members of the child group aren’t members of the parent group.
      Hourly rate The amount charged according to hour to calculate costs for the tasks assigned to the group.
      Description The detailed information about the group.
    4. Select Submit.

    O que Fazer Depois

    Configure a group by adding members and assigning them appropriate roles. For more information, see Configuring a group.