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Add Agents to an Agent Group

You can add agents to a group for administrative purposes. For example, you might create groups by geographical region or operating system.

Note: The properties of an agent group apply to all the agents in that agent group.

To add agents to a group

  1. Open the Agent Group wizard and advance to the Agents step.
  2. (Optional) Select agent search criteria. If you enter no search terms, all agents appear. You can select any one or more of the following criteria to narrow your search:
  3. Click Search.

    Agents matching your search appear in the Available Agents area.

  4. Select the agents you want to add using the shuttle control, and arrange them in the order you want them to appear in the agent group display using the up and down arrows.
  5. Click Save and Close.

    The agent group appears in the list.

Note: If you remove an agent from a user-created agent group, the agent is moved into the Default Agent Group, and the agent inherits the properties of the Default Agent Group. However, you cannot delete an agent from the Default Agent Group.