Renaming an Agent Group

The following describes how to rename an existing Agent group belonging to a Customer . Doing this will update all references to the group throughout the system.

Implementation

1. Access the Agent groups list for the intended Customer.
   How do I view Agent groups for a specific Customer?

   1. Access the resources page for the intended Customer.

      How do I access resources for a specific Customer?

      1. Access the details page for the intended Customer.

         How do I access the details of a specific Customer?

         1. Type the Customer’s name into the search field at the top of any page.
         2. Click the intended Customer in the search results. This opens the Customer Details page.

      2. Select the Customer Resources tab.

   2. Click the Agents hyperlink.

   3. Select the Groups tab.

2. Locate the intended group, and click its Edit Group hyperlink. This displays a new page.

   To view a different group without returning to the previous screen, use the Show Details of Group drop-down to choose the intended group, then click Show Details.

3. Use the Change the Name of this Group field to provide the new name.

4. Click Save Changes to confirm.
5. To go back to the previous page, click Return to List of Groups.