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Assign Members to a Group

A group is a collection of contacts that represent a specific area of responsibility. Adding members (contacts) to your group lets you assign responsibility for resolving a ticket to several individuals who share this responsibility.

To assign members to a group:

  1. On the Group Detail page, select the Members tab.
  2. Click Update Members.

    The Contact Search page displays.

  3. Enter the search criteria to display the desired contacts and click Search. For more information, see Search Contacts.

    The Members Update page displays, listing the contacts that matched the search criteria.

  4. From the list on the left, choose the contacts you want to assign to this group. To choose multiple items, hold down the CTRL key while clicking the left mouse button.
  5. When you have selected all the contacts you want, click Select button.

    The selected contacts move to the Members list on the right.

  6. Click OK.

    The Group Detail page displays, with the selected contacts listed on the Members tab.