Settings - Groups

Settings - Groups

In order to create a group please follow the steps below:
You will be able to see the settings tab only if you have admin rights.
1. Click Settings from the menu on the left hand side:

2. Navigate to the Groups tab:

3. Click +New group to create a new group:

4. Enter a Name and Description for the group and click Save:

5. To add Agents to the group click on the add option:

6. To add agents to the group simply drag them over and click Save:


    • Related Articles

    • Settings - Organization

      This article will provide you more details and information regarding the Organization settings section for Matrix: General 1. Navigate to the Settings tab on the left-hand side and click on General: 2. On this page, you can select the Time Zone for ...
    • Group Creation & Management

      In order to create a group please follow the steps below: You will be able to see the settings tab only if you have admin rights. 1. Navigate to the Settings menu from the the left, and click on Groups under the Users & Permissions section: 2. Click ...
    • Settings - Permissions

      This article will provide you with an overview of the Permission section, functionality as well as how to create a custom one: You will be able to see the settings tab only if you have admin rights. 1. Click Settings to navigate to the settings page ...
    • General Settings

      This article will provide you with an overview of the General Settings of Axiom: You will be able to see the settings tab only if you have admin rights. 1. Navigate to the Settings option in the left-hand menu to access configuration settings: 2. ...
    • How to create and manage Users

      This article will provide you an overview of the Users section and it's functionality as well as how to create users: 1. To create users navigate to the "Users" tab located on the left-hand side of your screen where the menu options are displayed: 2. ...