Introduction

As an administrator in CloudAgent, have the authority to create and manage groups. Groups provide an effective way to manage agents with common responsibilities or functions. This guide will walk you through the steps to create and manage groups in CloudAgent, including adding or removing agents as needed.

Creating a new group

To create a new group follow the following instructions

• Login to the CloudAgent portal as an admin
• Click on the Groups under People in Admin tab as shown below

• Click on the Create Group button as shown below

• In the new window fill in the Group Name, Description, and Add Sub Admins to this group and click on the Continue button as shown below

• Now select the agents from the dropdown menu to add as per the requirement as shown below

Adding/Removing Agents from an existing group

There are two ways to add agents to a group

From Agents

• Login to the CloudAgent as an Admin
• Click on Agents under People in Admin Tab as shown below

• Click on the three-dotted button to click on Add to group which will be visible when scrolling on any existing agents as shown below

• Select the group from the dropdown list to which the agent should be added and click on Add button as shown below

From Groups

• Login to the CloudAgent portal as an admin
• Click on the Groups under People in the Admin tab
• Double-click on any existing group to open the edit options and click on edit under Agents as shown below

• Agents can be removed by clicking on the cross mark above the existing agents in the group or added by searching by name or selecting the agents from the dropdown menu and then click on Save to save the changes as shown below.

Renaming or Deleting an existing group

• Hover on any existing group to click on the three-vertical button, and click on this button to get Rename Group and Delete Group options as shown below

• Select the desired option and proceed further with on-screen instructions