Requester Groups

Requester Groups are group of requesters that raise requests. They are useful for:

• Sending an email notification about a ticket/incident to all the members of the group.
• Sending an email for announcement to a Requester Group
• Asking permission for an approval to a Requester Group

To view the Requester Groups page, navigate to Admin > Users > Requester Groups and the page appears.

Here, you can perform the following tasks:

• View the list of Requester Groups
• Export the list of Requester Groups
• Download the list of Requester Groups
• Create a Requester Group
• Edit a Requester Group
• Delete a Requester Group

Create a Requester Group

To create a Requester Group,

1. Click the Create Requester Group button and the page appears.

2. Enter the following details:

• Name: Enter the name of the Requester Group.
• Description: Enter the details about the Requester Group.
• Requesters: Select the requesters whom you want to assign this group manually. This field is used when you want to add limited number of requesters that are not covered in the below conditions.
• Conditions: You can set conditions based on which the requesters will automatically get added to this Requester Group. This field is used when you want to add many requesters in the group. The requesters falling in this group will not be visible in the above Requesters field. Configure a set of single or multiple conditions in different condition groups by selecting the fields. The fields can also be user custom fields. A condition group can have maximum two conditions. Relationship between conditions in a group uses either AND or OR operators. In case of multiple groups, you will need to define the relationship between them. Use the Add Condition Group button to add groups. The plus icon adds conditions to a group, and the cross icon deletes them.

3. Once done, click Create, and the Requester Group appears in the list. You can also preview the list of requesters who are going to be added using the Preview button as shown below.

Export Requester Group

To export the list,

1. Click the Export button.
2. Select the format as Excel or CSV.
3. If Excel is selected, you can further password protect it by enabling the field, and providing the Attachment Password.
4. Once done, click Export, and the list will be exported via email.

Download Requester Group

To download the list,

1. Click the Download button.
2. Select the format as Excel or CSV.
3. If Excel is selected, you can further password protect it by enabling the field, and providing the Attachment Password.
4. Once done, click Download, and the list will get downloaded.