Screen-by-Screen/Helpdesk-Setup/Groups

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[edit] Groups

To get to Groups, click ‘helpdesk setup’ then the ‘Groups’ tab.

The Groups tab lets you add, change, and delete Groups from your system. A Group is usually a department in your company that receives tickets from users.

  • add new group: Clicking this link will refresh the ‘edit’ pane on the right side of the screen, so you can add a new worker.
  • [clicking on an existing group]: Clicking on any of the existing groups will refresh the ‘edit’ pane on the right side of the screen so you can edit your existing groups.
  • Name: The name of this group.
  • Members: Select the workers that should have access to this group by specifying the role they should have in it. A blank role next to the worker indicates the associated worker has no access to this group. Anyone listed as an 'Administrator' here will have access to this group regardless of the selection here. For more information on Administrators, see our article on Helpdesk Setup -> Workers
  • Group Configuration: Click this button to be taken to Group Setup.




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