Configure a default agent group on the team calendar

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

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

    Before you begin

    To gain full Workforce access, you must hold the 'wm_manager' role and actively manage a 'wm_work' assignment group. Without these roles, you don't have access to essential functionalities like viewing agent details and managing events and workflows.

    Role required: wm_manager

    About this task

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

    Procedure

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