Body
Add/Remove Members
Note: When adding someone to a group, if they do not yet have access to the Technician Client, the group manager must submit an
Atlas Request Form, which must be completed before adding the person to the group.
A group Manager must be the one adding or removing a member to an Atlas group.
- Open the Technician Client.
- Click on Menu (waffle icon), located towards the top left.
- Select People.
- On the left navigation, choose Groups.
- Search for the group you want to manage, and click on its name.
- In the pop-up window, you can Add Group Members (use the magnifying glass to search everyone in the system by checking Both under Employee Status).
- ✅Make Primary: Determines if this is the person’s primary group. This should be set if someone is a member of more than one team in TDX.
- ❌Manager(s): Allows this person to manage the group membership.
- ✅Included in Notifications: Determines whether the person will receive email notifications for new tickets assigned to this group (among other notifications).
- After confirming the person and settings, click Save.