How to remove agents from groups

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4 Comments

  • Adrian Thomas
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    How do you change an agents default group?

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  • Danielle Jensen
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    Hi Adrian, 

    As mentioned in this article, you can change an agent's default group by visiting their profile > select Groups > and in the pop up that presents, switch the value in Default group to be your desired default group for this agent.

    Please let us know if you have any additional questions!

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  • Alan Ford
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    How do you remove the Default Group entirely? We have lots of Light Agents who do not need to be in a group, and most aren't, but one accidentally got added to one, and we need to remove him from it again because right now he's getting a lot of email.

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  • Brett - Community Manager
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    Hey Alan,

    You cannot remove a default group if agents are assigned to it. I would recommend creating a placeholder light-agent group that you can assign your Light Agents to so you can remove the default group they are currently assigned to.

    Let me know if you have any other questions for me.

    Cheers!

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