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:
Accessing the Groups Section:
Log in to the admin panel using your credentials.
Navigate to the "Groups" tab in the menu bar.
Click on the "Add New Group" button. This action triggers the creation process.
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.
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.
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.
Finalizing Group Creation:
Review all the details entered for accuracy.
Once satisfied, proceed to finalize the creation of the group by clicking out of 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.
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