Departments

Table of contents

The Departments section of the admin portal lists all the departments in your group. A department is a subset of users within a group, and users are individuals within a group or department. Creating departments allows you to create a department administrator, who can then control a small subset of users.

As a group admin, you can add, modify or remove departments, as needed. This guide reviews those steps.

Add a Department

1. From the group dashboard, select Departments from the left-hand menu. Here you will see a list of departments assigned to this group/location. 
2. To add a department, select the Plus icon.

3. Enter the Name of the department.
4. If applicable, enter the Parent of the department.
5. Enter the Calling Line ID Name (CLID).
6. If applicable, assign the department a phone number in the CLID Number field.
7. Select Save to save your changes and add the department.

Modify a Department

Once the department is created, you can modify the settings or add an administrator at any time.

1. From the departments page, select the department to modify.
2. Select the Settings icon in the upper, right-hand corner.
   

   The Edit Department pop-up will appear. 

3. Modify the areas needed and select Save to save your changes.

To add an administrator to a department:

1. Select the Administrator tab.
2. Select the Plus icon.

3. Enter the User ID and Domain for the administrator.
4. Enter the Last Name, First Name, Password and Language.
5. Select Save to save your changes and add the department admin.

Delete a Department

1. From the departments page, select the department you would like to remove.
2. Select the Settings icon in the upper, right-hand corner.

3. The Edit Department pop-up will appear. Select Delete to remove the department. You will be prompted to confirm.