Managing Agent Groups

On the Agent Groups page, Account Owners and Account Administrators can add a new agent group, view the agent groups already set up, and edit or delete agent groups. Agent Groups enable you to organize your internal agents if you have many scanner agents configured to serve a large organization.

This document provides step-by-step instructions for adding, editing, and deleting agent groups.

How to add a new agent group

1. Select Agents > Manage Groups from the left-side menu.
2. Click + New Agent Group.

3. Add a Name for the agent group.
4. Click in the Agents field to display a list of your Active Agents and select agents to add to the agent group.
5. Click Save.

How to edit agent groups

1. Select Agents > Manage Groups from the left-side menu.
2. Click Edit next to the agent group you want to edit.

3. On the New Agent Group page, make your edits.
4. Click Save.

How to delete agent groups

1. Select Agents > Manage Groups from the left-side menu.
2. Click Delete next to the agent group you want to remove.
3. Select Yes, Delete to confirm the action.