Associate a group to a business location

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분
  • Associate a group with the desired business location by establishing a one-to-many (1:M) relationship. This association helps you assign cases directly to the appropriate assignment groups.

    시작하기 전에

    주:
    A group can only be associated with a single business location, but a business location can have multiple groups.

    Role required: admin

    프로시저

    1. Navigate to All > Customer Service > Service Organizations > Business Locations > Internal/ External Business Locations.
    2. Select the internal or external business location from the list that you want to associate an assignment group to.

    3. In the Assignment Groups related list, select New.

    4. On the Organization Assignment Group form, fill in the fields.
      표 1. Organization Assignment Group form
      Field Description
      Service organization Auto-populated with the name of the business location to which you’re adding an assignment group.
      Assignment group Name of the assignment group that is to be added.
    5. Select Submit.

    다음에 수행할 작업

    Add group members to a business location. For more information, see Add group members to a business location.