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Creating Technician Groups

Mithra Ravikrishnan avatar
Written by Mithra Ravikrishnan
Updated over 10 months ago

Technician groups allow you to organize team members based on their skills or the departments they support. A single technician can belong to multiple groups.


Steps to Create Technician Groups

  1. Navigate to Settings > Roles and Groups > Technician Groups.

  2. Click +Create.

3. On the Create New Technician Group page, complete the following:

  • Name your group and provide a one-line description.

  • Click Edit to add technicians or sites.

  • Click Done when you've finished making changes.


๐Ÿ’ก SuperTip: Enabling the technician Auto-Assignment checkbox will automatically assign technicians to new tickets associated with the group. Tickets can be assigned using either Round Robin or Load-Based assignment rules.

๐Ÿ“Note: You can also associate a site to the technician group and any tickets that are assigned to that site will be automatically assigned to technicians under this group.

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