User Groups

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Groups List

• Group Name: Name of the agent group
• Owner: Staff member who manages this group
• Members: Number of agents in the group
• Actions: Edit or delete the group

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Creating a Group

1. Click + Add agent group
2. Enter a group name
3. Assign an owner (staff member responsible for the group)
4. Add members to the group

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Using Groups

• Bulk Allocations: Allocate packages to all members of a group at once
• Regional Teams: Organise agents by territory or region
• Agency Networks: Group agents from the same external agency

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Allocating to Groups

1. Go to the package’s Allocation panel
2. Select User Groups tab
3. Add the group, and all members receive access