Adding a department
- Go to Settings > Organization > Departments .
- Click on Add department .
- Fill in the department name, display name and provide a brief description about the department.
- Click on Add technician to add technicians to the department. Add at least one technician and click DONE .
- Click CONFIGURE to configure the department.
Note : To switch departments, click on departments besides
placed in the toolbar at the top and select the preferred department using their display name.
Adding a technician
- Go to Settings > Organization > Departments .
- Click on CONFIGURE given beside the department to be configured.
- Select Technicians .
- Click ADD TECHNICIAN and select the check box besides the technician to be added.
- To remove technician click on
besides the technician.
- Unattended access group permissions given to the technician can be altered under Groups .
Note : On downgrading your plan, the created departments will be disabled. They can be enabled again by upgrading to Enterprise Edition.
Customizing the department
- Go to Settings > Organization > Departments .
- Click on CONFIGURE given beside the department to be configured.
- Select Email Templates to customize email templates.
- Select Email Configuration to configure your emails settings.
- Select Contacts to import contacts from Google or from your computer.
Enabling/disabling the department - Go to Settings > Organization > Departments .
- Choose either Active or Inactive and click on
given beside the department to disable or enable the department.
Note : Once a department is added, it cannot be deleted. It can only be disabled.