Setting up assignment groups

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Associate your assignment groups with an internal or an external business location. This association forms a one-to-many (1:M) relationship, which means, one or more groups can be associated with a service organization. This process makes it easier to route cases to the appropriate team member using the inter-organization support capability.

    Table 1. Configuration tasks for setting up assignment groups at a business location
    Task Description
    Create a group Create a group to associate it with a service organization.
    Configuring a group Configure a group that includes adding group members and assigning them required roles.
    Associate a group to a business location Establish a one-to-many (1:M) relationship between a group and a business location.
    Add group members to a business location Enroll group members to a business location and have a dedicated group working on cases.