Configure a default assignment group on the team calendar

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

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

    Before you begin

    Role required: wm_agent, wm_basic, or wm_manager

    About this task

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

    Procedure

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