Manage Atlas Group

Summary

This article provides information on how Group Managers can add or remove members of their group in the Atlas technician client.

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.

Details

Details

Article ID: 541
Created
Wed 12/8/21 11:51 AM
Modified
Wed 7/9/25 3:24 PM