Organize your team with departments

Rev Ops
Rev Ops
  • Updated

Departments group your team members together (for example Sales, Support, Paris). They are used as filters in statistics, call logs and the member list, and they define what Team Leads can see.

Good to know

  • There is no limit to the number of departments.
  • A department can have up to 100 members.
  • A member can belong to up to 3 departments.
  • Only the Owner and Admins can create and edit departments.

Create a department

  1. In the console, go to Manage team > Departments.
  2. Click Start creating departments.
  3. Enter the department name and choose an icon.
  4. Add members if you wish. You can also do this later.
  5. Confirm.

Add members to a department

  1. Go to Manage team > Departments and select the department.
  2. In the right-hand panel, add the members you want.

The department then appears on each member's profile on the Members page.

Assign a Team Lead

A Team Lead sees all the data of the members of the departments they lead, and nothing else.

  1. Open the department.
  2. Click Manage > Add or remove leads.
  3. Select one or more leads.

A department can have several Team Leads. If you delete a department, its Team Leads lose visibility over its members.

Details: "Roles and permissions".

Filter by department

In Statistics, call logs and other pages with filters, select a department to show only its members' data.

Related articles

  • Roles and permissions
  • User management

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.