Departments | Zoho Quartz Help

Departments

Notes
Zoho Quartz for Partners is currently in its beta phase and available on an on-demand basis. Interested Zoho Partners can request early access by sending an email to quartz-team@zohocorp.com.

In a Nutshell

A Department in Quartz refers to a distinct entity which either manages specific customer or handles relevant functions(like Support). The Departments section allows partners to organize feedback and issues efficiently by categorizing them based on different departments. This streamlines the process of managing customer feedback and internal bug reports. Each department has its unique recording page whose URL has to be shared with the concerned customers to gather feedback.

Availability

This feature is available across all DCs(US, EU, IN, AU, CN, JP, SA, and CA)

Overview

In Zoho Quartz, Departments are essential organizational units that allow partners to efficiently categorize feedback by creating distinct departments for customer support and internal quality assurance. Partners can create as many departments as per their requirements.  By grouping feedback by department and adding users to it, partners can handle large volumes of submissions from customers more effectively. 

Working with Departments

Adding a Department

To add a new department, 
  1. Click the Add Department button under the Departments section. 

  2. You will then be prompted to enter a name and choose the department type. This can either be Customer Support (for external feedback) and Internal QA(for internal bug sharing). 

  3. After making your selection, click Add to create the department.

Department Listing page

In this page, all the Departments created in your workspace will be listed along with the necessary information (like Department Name, Number of Users, Department Type, Created By, and Created Date)

This page also provides you with the ability to filter departments using various criteria. You can search for a department by its name or narrow it down using the email address of the creator. Additionally, you have the option to filter by department type. Choose the relevant criteria and click Apply.


Department Details page

Clicking on any department will take you to the Department Details page. On this page, you'll find the unique recording page URL for the department below the Name of the department. 

This page is further segregated into two tabs: Users and Preferences.

Users
In the Users tab, you can add your internal users or employees to this department by clicking the Add Users button. Once added, these users will have access to all the feedback that this department receives. You can also implement roles-based access control by assigning users either Admin or Member permissions. Admins will have both read and write permissions within the Department, while members will only have read permissions.
Additionally, you can bulk import users for efficient management.


In the user listing section, users are displayed with the basic details like Name, Email Address, Department Role, and Status). 

You can filter users using the filter option. Search for a user by name or narrow it down using the email address. You also have the option to filter by user type (Member or Admin) or status (Active or Inactive).

Preferences
In the Preferences tab, you can view and manage essential information, including:
  1. Name - The official name of the department. To update the name, simply start typing in the field.
  2. Department Link Name - The link name for the department.
  3. Recording Page URL - The unique URL for accessing the department's recording page.
  4. API Key - The unique API key for this department. 
  5. Retention period - This allows you to choose how long feedback will be retained before being moved to the Trash. The default option is Follow Workspace Setting, which adheres to the settings specified under the Settings section. You can also select a custom option from five choices - 1, 2, 3, 6 and indefinite.

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