Adding a New Group

This section provides step-by-step instructions for adding a new group within the admin panel, including naming, describing, adding agents, and assigning users to the group.

Adding a New Group:

To add a new group in our application, follow these steps:

1. Accessing the Groups Section:

   • Log in to the admin panel using your credentials.

   • Navigate to the "Manage Groups" tab in the menu bar.

   • Click on the "Add New Group" button. This action triggers the creation process.

     
2. Configuring Group Details:

   • Upon clicking "Add New Group," a "Create New Group" panel will appear.

   • Provide a suitable name for the new group in the designated field.

   • Add a brief description to help identify the group's purpose or function.

     
3. Adding Agents:

   • To include agents in the group, locate the "Add Agents" section within the panel.

   • Select the agents you wish to associate with the group from the available list.

   • Once selected, confirm the addition by clicking on the appropriate agent.

     
4. Assigning Users:

   • In the "Add Users" section, specify the users who will have access to the group.

   • Once selected, confirm the addition by clicking on the appropriate user.

     
5. Finalizing Group Creation:

   • Review all the details entered for accuracy.

   • Once satisfied, proceed to finalize the creation of the group by clicking save on the 'Create New Group' panel.

   • The new group will now be available for use with the assigned agents and users.

     

Note: Ensure that the group name, description, assigned agents, and users accurately reflect the intended configuration before finalizing the creation process.

Additional Information:

• Company Admin Privileges: Please note that only users with company admin privileges can access the admin panel and manage groups.