How to add new members or create queues for assignment groups


 

Q-assign allows member as well as queues to get assign records from Assignment Group source. Records are assigned to users or queues added in Group Members section. Scheduler assigns records automatically while assignments can be pulled manually by the members/users. It should be noted that the source from which object records are assigned to users cannot be added as a source.

 

Following sections help to add either users or queues to AGs.

 

Add Member(s) to Assignment Group 

  1. Go to QA Assignment Groups, select Assignment Group
  2. Go to New Assignment Group Members section
  3. Click Add Users to add users
  4. A new pop-up window lists the available users (make sure you allowed browser to open pop-ups)
  5. Select the users you want to add
  6. Click Add Selected User
  7. Users are added in Group Members section

 

Add Queue(s) to Assignment Group 

Add queue/s to Assignment Group as follow:

  1. Go to QA Assignment Groups, select Assignment Group
  2. Go to Add New Assignment Group Members section
  3. Select queue/s from drop down list
  4. Click Add Queue
  5. Repeat step 3 & 4 if you want to add more queues

 

Please contact us at support@ortooapps.com for any questions.

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