Departments | User Guide | Zoho Assist

Departments

Departments  allows you to create and manage multiple divisions within your organization. It 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.

  1. Adding a department

  2. Adding a technician
  3. Customizing the department
  4. Enabling/disabling the department


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.

Notes
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  >  Organization  >  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. 

Notes

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  >  Organization  >  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  >  Organization  >  Departments .
  2. Choose either Active or Inactive and click on   given beside the department to disable or enable the department.

Notes

Note : 

Once a department is added, it can only be disabled and not deleted.