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

Assign additional managers to user groups when Workforce Optimization for Field Service is installed

When Workforce Optimization for Field Service is active, you can appoint additional managers for your user groups, ensuring the continuity of work in the absence of a manager.

Before you begin

Role required: sn_wfo.admin

About this task

Workforce Optimization for Field Service must be active to add additional managers to user groups.

Procedure

  1. Navigate to All > Agent Group Management > Additional Managers.

  2. Select New.

  3. In the Assignment Group field, use the lookup icon to select or create a user group.

    Make sure that the user has the wm_manager role. For more information on assigning roles to users, see Assign a role to a user.

  4. In the Manager field, use the lookup icon to select or create a user.

  5. Select Submit.

    You can assign multiple managers to a user group by repeating the steps for each manager.