User groups are required to enable report routing rules.
Super Admins and Admins may create groups of Case Managers based on various parameters, or by individually adding users to a group.
Set up a new group
Select Administration > Manage Groups
Select Create new group, and add your group name
Select Parameter and choose one of the following:
Department - select from users in the available departments
Site - select from users in the available sites
Country - select from users in the available countries
Team - select from all users
Using the Is selector, add the relevant criteria
When you've finished, hit Save
To view a list of users within a group, select Download CSV.