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 "+New group" to create a new group, you can also edit an existing group by clicking on it's name:

3. Enter a Name and Description for the group:

4. To add agents to the group simply click the "+", after which click Create:

• Related Articles

• 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 ...

• Settings - Communication - Ext creation & Phone number management

  This article will provide you an overview of the Communication section and functionality within the Settings of Matrix Extension Creation and management: 1. Navigate to your Matrix settings by clicking "Settings" on the left-hand side: 2. Under the ...

• Queue Creation & Management

  To create a queue please follow the steps below: 1. Navigate to Settings on the left and click on Voice then navigate to the Queues section: 2. Click "New Queue" to create a new queue, you can also edit an existing queue by simply clicking it's name: ...

• 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. ...

• How to create an Announcement

  To set and create an Announcement, please follow the steps below: 1. Navigate to the Voice section under Settings and then click on the Announcements section: 2. Create a new Announcement by clicking on the "Create new" button: 3. Modify the name of ...