Groups Docs

Learn to create groups, modify group options and more.

How to create a new group?

In order to create a new group for agents, on the left NAV click on Settings Agent Groups and then click New on the top right. 

  • If you don't have this option, a super user would need to grant you this permission.

How to delete an agent group?

In order to delete an existing agent group, navigate to Settings > Agent Groups and then click on the group you want to delete.

On the bottom under Options, click on Edit details

Again at the very bottom, click on Delete Group.