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Defining the operator work group

Suggest edit Updated on May 4, 2021

The work group setting on the operator record affects how the application delivers work to the operator.

  1. Review the Operator record.
  2. Determine the rules for assigning a work group to an operator or the role that multiple operators hold.
  3. Click Configure> Org & Security > Organization >Operators.
  4. Click the Operator ID.
  5. On the Work tab, review the work group information for the operator record.
  6. Determine your policy for assigning a work group to an operator or the role that multiple operators hold.
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