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Group Settings In EasyDesk

Ava's profile

22 February, 2026

Group settings help organize agents into structured teams, so ticket assignments, permissions, and workflows stay clear and manageable. Proper group setup ensures better workload distribution and accountability inside your support operations. 

What Group Settings Control 

Group settings define how agents are grouped and managed inside the EasyDesk. Each group acts as a functional unit for ticket ownership, routing logic, and operational visibility. 

Key elements include: 

  • Group name and description 

  • Assigned group manager 

  • Agents within the group 

  • Default group designation 

 

How To Create a New Group 

Follow these steps to add a group: 

 

1. Go to Settings → Users & Roles → Groups 

2. Click Add Group 

 

3. Enter the required details: 

 

  • Name — Unique group identifier 

  • Group Manager — Responsible team lead 

  • Description — Purpose of the group 

4. Click Add to save 

After creation, the group becomes available for agent assignment and ticket routing. 

How To Assign Agents to A Group 

Agents can be added directly from the group panel. 

 

Steps: 

1. Open the desired group 

2. Click Add Agents 

3. Select available agents 

4. Confirm the assignment 

Assigned agents automatically receive tickets routed to that group. 

How To Edit Group Information 

Group details can be updated at any time. 

 

Steps: 

1. Click the three-dot menu beside a group 

2. Select Edit 

3. Modify fields such as name, manager, or description 

4. Click Save 

Changes apply instantly across workflows and ticket routing rules. 

Best Practices for Group Setup 

Effective group configuration improves support efficiency. 

Recommendations: 

  • Align groups with departments or product lines 

  • Assign experienced managers for accountability 

  • Keep descriptions clear for operational clarity 

  • Regularly review agent assignments 

Group configuration creates the structural backbone of your support operations. Proper setup ensures smoother ticket distribution, stronger team ownership, and better overall service performance. 

 

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