Create a group

task australia Updated Sep 10, 2026 1 min read create-a-group-so.md
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Create groups to assign work to team members based on specific requirements such as skills, location, and product models. This approach enables you to route cases to the appropriate team members.

Before you begin

Role required: user_admin

Procedure

  1. Navigate to All > User Administration > Groups.

  2. Select New.

  3. On the Group form, fill in the fields.

Field

Description

Name

The name of the group.

Group email

The group email address or the distribution list for the point of contact, such as the group manager.Note: By default, the group email address overrides the individual email addresses of the members.

Manager

The group manager or lead associated with the group.

Parent

The larger group to which this group belongs.If a group has a parent, the child group inherits the roles of the parent group. The members of the child group aren’t members of the parent group.

Hourly rate

The amount charged according to hour to calculate costs for the tasks assigned to the group.

Description

The detailed information about the group.

4. Select **Submit**.

What to do next

Configure a group by adding members and assigning them appropriate roles. For more information, see Configuring a group.

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