Associate a group to a business location

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.

Before you begin

Note:

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

Role required: admin

Procedure

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 Service Organization Assignment Group form, fill in the fields.

   Table 1. Service 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.

What to do next

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