Departments

Departments

Departments allows you to create and manage multiple divisions within your organization. Departments can be classified based on your customer's organization, product, geographic location or workgroup. Each department can have its own set of technicians, email templates, email configuration, and contacts.

Adding a department

  1. Go to Settings > Organization > Departments.
  2. Click on Add department.
  3. Fill in the department name, display name and provide a brief description about the department.
  4. Click on Add technician to add technicians to the department. Add at least one technician and click DONE. 
  5. Click CONFIGURE to configure the department.

Note: To switch departments, click on departments besides department icon placed in the toolbar at the top and select the preferred department using their display name.

Adding a technician

  1. Go to Settings > General > Departments.
  2. Click on CONFIGURE given beside the department to be configured.
  3. Select Technicians.
  4. Click ADD TECHNICIAN and select the check box besides the technician to be added.
  5. To remove technician click on remove icon besides the technician.
  6. Unattended access group permissions given to the technician can be altered under Groups.
Add Technician

Note:

On downgrading your plan, the created departments will be disabled. They can be enabled again by upgrading to Enterprise Edition.

Customizing the department

  1. Go to Settings > General > Departments.
  2. Click on CONFIGURE given beside the department to be configured.
  3. Select Email Templates to customize email templates.
  4. Select Email Configuration to configure your emails settings.
  5. Select Contacts to import contacts from Google or from your computer.

Enabling/disabling the department

  1. Go to Settings > General > Departments.
  2. 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.


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