Groups is a powerful feature with extensive usability. This guide will walk you through the process of creating groups in various ways. Just remember, your situation deserves a tailor-made solution, so please reach out if you have any questions.
1. First, click on the 'Settings' icon located in the bottom left corner of the screen.
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2. Groups can represent many things. Here are a few examples that you might find relevant:
'North America'
'Warehouse'
'Territory A'
For example, a Warehouse Manager should only be able to see tickets but not edit them.
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3. In the top right corner of the screen, you will find an option to add groups.
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4. Create your groups, then navigate to the 'Members' menu. From there, select the sub-menu 'Member Role Groups
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5. Here, you can create member groups that allow you to add users/members to the groups we previously created. This is where you define how the system recognizes who is part of Group 'X'. Think of this as a members' club where you need to be on the list to gain entry.
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6. Now, we've reached the core of the group function: defining who can do what
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7. Where do you use groups? Navigate to your ticket inbox, and you will see a 'Default Group' dropdown. This allows you to switch between different group inboxes. Please refer to the pictures below for a visual guide.
