Creating Employee Groups for Issues

You can create three types of employee groups for working with issues:

One group can be a product team, a functional team, and have an issue role if needed.

To create an employee group for issues:

  1. Go to Lists > Relationships > Groups > New.

  2. On the Create Group page, select Static.

  3. Select Employee as the type of members you would like to include in the group.

  4. Click Continue.

  5. In the Name field, enter a name for this group.

  6. Select the owner of this group. You are selected by default.

    Only the group owner can add or remove members or delete the group.

  7. In the Email field, enter an email alias for this group.

    Note:

    The group email address is used for non-issue notifications. For example, when composing an email you can use this address to cc the group. Issue notifications, however, are sent directly to each member’s individual email address.

  8. Check the Product Team box if this group handles issues for a particular product.

    You can select product team groups on issue records and associate them with issue tags. If you select a tag associated with a product team on an issue record, the related product team will be selected automatically.

  9. Check the Functional Team box to let this group be emailed from the Communication subtab on issue records. Email is sent from the address in the Email field on this group's record.

    If this group is a product team or issue queue, this option sends them a copy of the issue record by email, when needed.

  10. In the Issue Role field, select an issue role type to make this group an issue queue. Assigning an issue role lets the group be assigned to issues using the defaults and status transitions for that role type.

    Employees with the Restrict Assignees issue role type can assign issues to issue queues when assigning issues outside of their role type.

    For example, a support person with restricted assignees can assign a new customer-reported issue to a QA Investigation issue queue/group. A member of the QA Investigation group can then assign it to the appropriate person for further investigation.

  11. On the Members subtab, do the following to add members to this group:

    • To add individual members, enter part of a member's name in the Name column, and press Tab. Select a member, and click Add. Repeat these steps for each member.

    • Click Add Multiple, and hold CTRL to select more than one member from the list.

    • Click Add With Search to enter search criteria for the members you want to add.

    You can use more than one of these methods to add members to the same group. For example, select a few members individually, and then add all members that meet certain search criteria.

  12. Click Save.

Related Topics

General Notices