Assign a primary assignment group for each agent

task brazil Updated Sep 10, 2026 1 min read setup-primary-group-wfo-itsm.md
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Associate each agent in your team to a primary assignment group to enable them to see the KPI metrics for the groups to which they belong.

Before you begin

Important: Starting with the Brazil release, Workforce Optimization for ITSM is being prepared for future deprecation. It will be hidden and no longer installed on new instances but will continue to be supported. For details, see the Deprecation Process [KB0867184] article in the Now Support Knowledge Base.

Role required: sn_wfo_cfg_itsm.admin

About this task

Before you set up Workforce Optimization for ITSM, you must assign each agent in your team to an assignment group that is identified as the primary assignment group to which they belong.

Procedure

  1. Navigate to All > User Administration > Users.

  2. Right-click the form context menu icon ([Omitted image "list-icon.png"] Alt text: Form context menu icon) and select View > WFO Workspace.

  3. In the Primary Assignment Group field, select a group as the primary assignment group for each agent.

    If you do not see the Primary Assignment Group field, select the gear icon and add the Primary Assignment Group field to the Selected column and select OK.

Parent Topic:Configuring groups in Workforce Optimization for ITSM

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