Edit Group

Accessible via: Main Menu -> [Organization Name] -> Organization Settings -> Groups -> Click Group Name

Editing a group allows you to manage access levels and permissions for users within your organization.

Modify Group Details:

1. Description: Update the description to reflect the group’s purpose and access level.

2. Full Access Switch:

   • Full Access On: If enabled, users in this group will have access to all agents, both existing and future. This is ideal for groups that require comprehensive access.
   • Full Access Off: If disabled, you can selectively add individual agents that this group can access. This provides more granular control over which agents are available to the group.

3. Save Changes:

   • Ensure all changes are correct and save them to update the group’s settings.