Access profiles
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Settings
Groups
7 min
the purpose of the groups is to group those responsible into categories, clearly organizing roles such as attendants, managers, and approvers accessing groups accessing groups to create execution groups , follow these steps access the my desk application click on settings select execution groups a block style list of all previously created groups will be displayed below the name of each group, you will see the initials of its members creating a new group creating a new group to create a new execution group , follow these steps click the + new group button a new creation window will appear on the right side of the screen containing the necessary information for setting up the execution group fill in the following details name – provide a short name for the new execution group members – select the members who will be part of the group from the dropdown menu cancel/save – click save to finalize or cancel to return to the group list without saving editing an group editing an group to edit an execution group , follow these steps click the action button \[ ] (three dots) in the upper right corner of the group block you want to edit select edit a window will appear on the right side of the screen displaying the group's information, allowing you to make any desired changes cancel/save – click save to finalize or cancel to return to the group list without saving deleting an group deleting an group to delete an execution group , follow these steps click the action button (three dots) in the upper right corner of the group block you want to delete select delete a confirmation message will appear "delete group? are you sure you want to delete 'my desk atendimento 3'? this action may affect the creation of new tickets please check if this group is assigned to any activity and replace it with another before deleting do you want to proceed with deletion?" cancel/delete – click cancel to return to the list without saving the action or delete to permanently remove the execution group