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Creating Technician Groups
Updated over a month 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.


💡 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.

📝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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