HELP FILE

How to Create an Agent Group (Technician Group)

Rescue Live Administrators can group agents (technicians), so they can handle their permissions and settings together in a more convenient way.

  1. Log in to the Rescue Live Admin Center.
  2. Click the Properties tab.
  3. On the Organization Tree (left panel), select the location where you want to add the new Group.

    • To add the new Group at the root-level, select the root indicated by your company name on top of the tree.
    • To add the new Group as a sub-group of an existing Group, select the chosen group.

  4. At the bottom of the page, click New group.
  5. Enter the group name, and click Save.

    Tip: You can rename the group by editing the Name field for the selected group and clicking Save.

    The group is saved to the selected location on the Organization Tree. If you have created a sub-group, click the parent group on the Organization Tree to see the new sub-group displayed.