{"id":18069,"date":"2023-04-17T16:15:34","date_gmt":"2023-04-17T16:15:34","guid":{"rendered":"https:\/\/vigneshkarthik.website\/helpdesk\/docs\/getting-started\/configuring-your-support-team\/mapping-agents-to-the-right-group\/"},"modified":"2026-03-13T08:15:03","modified_gmt":"2026-03-13T08:15:03","slug":"adding-agents-to-the-right-group","status":"publish","type":"docs","link":"https:\/\/help.desk365.io\/en\/articles\/adding-agents-to-the-correct-group\/","title":{"rendered":"Adding agents to the correct group"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"18069\" class=\"elementor elementor-18069\" data-elementor-post-type=\"docs\">\n\t\t\t\t<div class=\"elementor-element elementor-element-dd2178e e-flex e-con-boxed e-con e-parent\" data-id=\"dd2178e\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2d95026 elementor-widget elementor-widget-template\" data-id=\"2d95026\" data-element_type=\"widget\" data-widget_type=\"template.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-template\">\n\t\t\t\t\t<div data-elementor-type=\"container\" data-elementor-id=\"35544\" class=\"elementor elementor-35544\" data-elementor-post-type=\"elementor_library\">\n\t\t\t\t<div class=\"elementor-element elementor-element-00eb9f3 e-flex e-con-boxed e-con e-parent\" data-id=\"00eb9f3\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9c8b655 elementor-widget elementor-widget-html\" data-id=\"9c8b655\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div style=\"display:inline-flex; align-items:center; gap:12px; padding:10px 16px; border:1px solid #D3D5E2; border-radius:10px; font-family:Roboto, sans-serif; font-size:18px; color:#444963; background:#ffffff;\">\n  <span style=\"font-family:Roboto, sans-serif; font-size:18px; color:#444963; line-height:1;\">Available with:<\/span>\n \n  <span style=\"display:inline-flex; align-items:center; gap:8px;\">\n    <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"22\" height=\"22\" viewBox=\"0 0 24 24\" fill=\"none\" style=\"display:block;\">\n      <circle cx=\"12\" cy=\"12\" r=\"9\" stroke=\"#3F51BF\" stroke-width=\"2\"><\/circle>\n      <path d=\"M8.5 12.3L10.8 14.6L15.8 9.6\" stroke=\"#3F51BF\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path>\n    <\/svg>\n    <span style=\"font-family:Roboto, sans-serif; font-size:18px; color:#444963; line-height:1;\">Standard<\/span>\n  <\/span>\n \n  <span style=\"font-family:Roboto, sans-serif; font-size:18px; color:#444963; line-height:1;\">|<\/span>\n \n  <span style=\"display:inline-flex; align-items:center; gap:8px;\">\n    <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"22\" height=\"22\" viewBox=\"0 0 24 24\" fill=\"none\" style=\"display:block;\">\n      <circle cx=\"12\" cy=\"12\" r=\"9\" stroke=\"#3F51BF\" stroke-width=\"2\"><\/circle>\n      <path d=\"M8.5 12.3L10.8 14.6L15.8 9.6\" stroke=\"#3F51BF\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path>\n    <\/svg>\n    <span style=\"font-family:Roboto, sans-serif; font-size:18px; color:#444963; line-height:1;\">Plus<\/span>\n  <\/span>\n \n  <span style=\"font-family:Roboto, sans-serif; font-size:18px; color:#444963; line-height:1;\">|<\/span>\n \n  <span style=\"display:inline-flex; align-items:center; gap:8px;\">\n    <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"22\" height=\"22\" viewBox=\"0 0 24 24\" fill=\"none\" style=\"display:block;\">\n      <circle cx=\"12\" cy=\"12\" r=\"9\" stroke=\"#3F51BF\" stroke-width=\"2\"><\/circle>\n      <path d=\"M8.5 12.3L10.8 14.6L15.8 9.6\" stroke=\"#3F51BF\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path>\n    <\/svg>\n    <span style=\"font-family:Roboto, sans-serif; font-size:18px; color:#444963; line-height:1;\">Premium<\/span>\n  <\/span>\n<\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2805a59 elementor-widget elementor-widget-text-editor\" data-id=\"2805a59\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Groups are a way of categorizing agents and tickets in <span style=\"color: #3f51b5;\"><a style=\"color: #3f51b5;\" href=\"https:\/\/www.desk365.io\/\">Desk365<\/a><\/span>. You can create separate groups for different teams, departments, or locations within your organization. This feature ensures that customers are directed to the right agent who can quickly resolve their issues, leading to higher customer satisfaction rates.<\/p><p>You can organize agents into groups. An agent can be a member of multiple groups. Setting up an agent into groups helps assign the tickets to the respective groups without any confusion.<\/p><p>Assuming that the agent named &#8216;Adam&#8217; is an HR Manager, you can add him to a newly created group called &#8216;HR&#8217; in Desk365.<\/p><p>To create a new group in Desk365, these are the steps to follow.<\/p><p>1. Log in to your Desk365 account.<\/p><p>2. Navigate to Settings &gt; Admin &gt; Groups tab and click on &#8216;Add Group&#8217;.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-e064997 e-flex e-con-boxed e-con e-parent\" data-id=\"e064997\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-fa50778 elementor-widget elementor-widget-image\" data-id=\"fa50778\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"484\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2023\/04\/locating-groups-within-desk365-1024x484.webp\" class=\"attachment-large size-large wp-image-32339\" alt=\"locating-groups-within-desk365\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2023\/04\/locating-groups-within-desk365-1024x484.webp 1024w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2023\/04\/locating-groups-within-desk365-300x142.webp 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2023\/04\/locating-groups-within-desk365-768x363.webp 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2023\/04\/locating-groups-within-desk365-1536x726.webp 1536w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2023\/04\/locating-groups-within-desk365.webp 1918w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-dc17f7a elementor-widget elementor-widget-text-editor\" data-id=\"dc17f7a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>3. From there, you can add a new group called &#8216;HR&#8217;. Fill in all the details such as Name and Description.<\/p><p>You can also add agents to the group by selecting them from the dropdown choices in the Agents field. In the screenshot below &#8216;Daniel&#8217; has been added as one of the agents in the HR group. You can then select the <a href=\"https:\/\/help.desk365.io\/en\/articles\/configuring-multiple-business-hours-and-holiday-lists\/\" target=\"_blank\" rel=\"noopener\">business hours<\/a> for the group from the dropdown menu in the Associated Business Hours field.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a1bea71 e-flex e-con-boxed e-con e-parent\" data-id=\"a1bea71\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9b01d75 elementor-widget elementor-widget-image\" data-id=\"9b01d75\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"582\" height=\"736\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2023\/04\/adding-agent-to-the-correct-group-e1750247609997.webp\" class=\"attachment-large size-large wp-image-32340\" alt=\"adding-agent-to-the-correct-group\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2023\/04\/adding-agent-to-the-correct-group-e1750247609997.webp 582w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2023\/04\/adding-agent-to-the-correct-group-e1750247609997-237x300.webp 237w\" sizes=\"(max-width: 582px) 100vw, 582px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a9a7ef5 e-flex e-con-boxed e-con e-parent\" data-id=\"a9a7ef5\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-95078b4 elementor-widget elementor-widget-text-editor\" data-id=\"95078b4\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>4. Click on the &#8216;Save&#8217; button. &#8216;HR&#8217; Group is now successfully created in your helpdesk, which includes one agent (Daniel).<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3644541 e-flex e-con-boxed e-con e-parent\" data-id=\"3644541\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1ac75ee elementor-widget elementor-widget-image\" data-id=\"1ac75ee\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1024\" height=\"482\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2023\/04\/new-group-created-with-an-agent-1024x482.webp\" class=\"attachment-large size-large wp-image-32341\" alt=\"new-group-created-with-an-agent\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2023\/04\/new-group-created-with-an-agent-1024x482.webp 1024w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2023\/04\/new-group-created-with-an-agent-300x141.webp 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2023\/04\/new-group-created-with-an-agent-768x362.webp 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2023\/04\/new-group-created-with-an-agent-1536x723.webp 1536w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2023\/04\/new-group-created-with-an-agent.webp 1918w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-405dae4 elementor-widget elementor-widget-text-editor\" data-id=\"405dae4\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Adding agents to the correct group in Desk365 is a simple yet powerful feature that can help improve customer satisfaction, increase agent productivity, and optimize your support operations.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"author":5,"featured_media":0,"parent":17822,"menu_order":1,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-18069","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"comment_count":0,"_links":{"self":[{"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/18069","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/comments?post=18069"}],"version-history":[{"count":50,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/18069\/revisions"}],"predecessor-version":[{"id":35600,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/18069\/revisions\/35600"}],"up":[{"embeddable":true,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/17822"}],"next":[{"title":"Using Desk365 for multiple groups","link":"https:\/\/help.desk365.io\/en\/articles\/how-to-use-desk365-for-multiple-groups\/","href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/20081"}],"prev":[{"title":"Adding new support agents in Desk365","link":"https:\/\/help.desk365.io\/en\/articles\/adding-new-support-agents-in-desk365\/","href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/18068"}],"wp:attachment":[{"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/media?parent=18069"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/doc_tag?post=18069"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}