How do I set up an escalation group?

  1. Open Admin | General | Other Settings | Escalation Groups/Teams and select Add Group

  1. Enter unique identification Code (this will be shown in drop-down lists and in menus)

  1. Add a Description

  1. Select Type (each has different actions related to it in order to define the escalation group - see What are the different types of escalation group?):

    • Adhoc (up to five group members, that are not restricted to Users or Employees)
    • Users (select pre-defined users to become members of the group)

    • Employees (select pre-defined employees to become members of the group)

  2. Select Save

  1. When prompted, select OK and log out