With the release of groups in Resolution Hub, Super Admins, and Admins now can create groupings of Case Managers based on various parameters or by individually adding users to a group.
Currently, groups directly correlate to setting up routing rules. Please read how to do that here.
How do you set up a group?
Click Administration.
Select Manage Groups.
Click Create new group.
Start by adding your Group name.
Click on Parameter and select one of the following:
Department - allow you to select from the available departments
Site - allows you to select from the available sites
Country - allows you to select from the available countries
Team - allows you to select from all users
Using the Is selector, add the relevant criteria.
Click Save changes.
To view the group, select Download CSV.
If you have any questions or need any assistance using Groups, please contact our Technical Support team.