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Create Groups in your Team

Learn how to create groups within your team.

What is a Group?

A group is a small team within your team, usually comprised of the same functional role. You can assign tickets to an entire group.
For instance, you can configure your settings to ensure that all the sales-related tickets are assigned to the sales group. Here are some common groups our users create to manage their tickets efficiently.
  1. 1.
    Support
  2. 2.
    Sales
  3. 3.
    Marketing
  4. 4.
    Onboarding

How to Create Groups

  1. 1.
    Go to Settings from the left navigation bar and choose Group Management.
  2. 2.
    Click on Create a Group from the right-most corner.
  3. 3.
    Now add a group name and image.
  4. 4.
    Add group members from the search field. You need to invite your team members first to add them to a group.
  5. 5.
    Next, you can turn on the toggle to create smart rules to assign tickets automatically.
  6. 6.
    After you are done, click on Save Changes.