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Service Groups

Niamh Ferns Updated by Niamh Ferns

Service Groups Overview

Service groups are a collection of (you guessed it right) service types.

With the introduction of service groups, it is now easier to understand and apply access filters for service types at three different levels (see: cascading override). Similar to menu groups grouping menu items, service groups enable you to collate service types into groups and apply them at the global, account or contact level.

Creating a Service Group

Selecting and Adding Multiple Service Types

Assigning a Service Group to an Account

Service Groups Use Case

You can create a service group for specific accounts. You can also create a collection of service types for specific contact types. For example, you can create groups that are specific to new-hires, HR members, billing, internal IT, and others.

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