Group Roles
Group roles are support group-specific roles that can be used in SLA escalation notifications, support group notifications, request life cycles, custom triggers, backup technician assignments, dashboards(share dashboards), and approvals.
To create a new group role,
- Go to Admin > Users > Group Roles.
- Click New.
- Enter a Name and a Description.
- Click Save or Save and Add New.
Associating Support group and technicians
Once you have created a Group Role, you can associate a technician & support group by clicking the drop-down beside the name of the Group Role in the list view.
- Click Associate Technician and select a support group and a technician.
- Click Associate.
- From the drop-down, you can also disassociate associations.
- Click on support groups under the Associated Support group column, you will get a new pop-up.
- In the pop-up you can select the support groups you want to remove and click Disassociate.
- If there are any unassociated support groups, they will be shown under View unassociated support groups. You can associate support groups from there as well.
Note: You can associate multiple support groups and technicians to a group role, however only one technician can be associated with a single support group.