Connect automatically creates a default department during a new installation.
Create a New Department
The administrator can create a new department in the Admin>User>Departments section. Follow these directions to create a new department.
- From the User tab Departments screen, click the Create a
New Department button. The new department screen appears.
- In the Department Name field, type a unique name for the new
department.
- Click the OK button to save the new department. The Departments screen appears.
Edit a Department Name
The administrators can edit a department name at any time, regardless of whether the department has been assigned to a user, conversation or campaign. Follow these directions to change a department name.
- From the User tab, Departments screen, click the edit
icon on the department row you want to
edit. The department name screen appears. - In the Department Name field, type the new department name.
- Click OK to accept the name. The Departments screen appears.
Delete a Department
The administrator can delete a department in the Admin>User>Departments section. Follow these directions to delete a department.
- From the User tab, Departments screen, click the delete
icon on the department row you want to
delete. A confirmation dialog box appears. - In the confirmation dialog box, click OK. The department is removed from the table.