Configuring Groups


Technician Groups denote the classification of your help desk team so that the incoming requests are categorized and based on the technician's expertise, the requests are distributed.

By configuring technician groups, multiple support teams can be managed by classifying them into individual groups with e-mail settings for each group. So when an e-mail is sent to a group mail ID, the request is fetched and automatically sent to the group.

Say, for instance, you are managing two support groups - hardware and network with the email IDs hardware@domain.com and network@domain.com respectively. The two mail IDs are linked to a single mail account that is fetched by ServiceDesk Plus Cloud. So on configuring the group mail IDs, e-mails sent to hardware@domain.com are automatically assigned to the hardware group and the conversation threads possess the group mail ID in the address field.

Further, you can restrict technicians to view requests in their Group alone. This can be done by creating a Role "All in group & assigned to him" and assigning this role to the technician to restrict his view. Refer Roles to know more.

You can also enable notifications to be sent to the technicians on receiving a new request and if a request is left unpicked. The configured groups are listed in the group's drop-down menu in the New Request form.  

To open the Group configuration page,

Click Setup >> Users & Permissions >> Technician Groups. The active and inactive technician groups are listed in two different tabs. You can filter the groups based on sites.

From this page, you can add, edit and delete groups.

Adding a Group

Please note that the group e-mail IDs should be aliased to a mail account which is fetched by ServiceDesk Plus Cloud.

At any point, if you decide not to add the new Group, then click Cancel to get back to the Group list. 

Enabling the checkboxes while adding Group does not ensure that the notification will be sent. This setting is just to choose the technicians to whom the notification needs to be sent and the time frame after which the unpicked request notification is to be sent. To send the notification, you need to enable the following under Setup >> Automation >> Notification Rules:

Editing a Group

To edit an existing group,

Deleting a Group

If you delete a group that's currently used in any request, the group will be inactivated. You can view the group under the Inactive Groups filter. You can enable the group anytime by clicking Mark as Active.