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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Setting up assignment groups

Associate your assignment groups with an internal or an external business location. This association forms a one-to-many (1:M) relationship, which means, one or more groups can be associated with a service organization. This process makes it easier to route cases to the appropriate team member using the inter-organization support capability.

TaskDescription
Create a groupCreate a group to associate it with a service organization.
Configuring a groupConfigure a group that includes adding group members and assigning them required roles.
Associate a group to a business locationEstablish a one-to-many (1:M) relationship between a group and a business location.
Add group members to a business locationEnroll group members to a business location and have a dedicated group working on cases.