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13.1 How to set-up Companies, Branches, Locations, Teams
13.1 How to set-up Companies, Branches, Locations, Teams
Organization Position is a data structure that stores what Position Type does a user have on an Organizational Unit.
The Organizational Units are the following
- Company
- Branch
- Location
- Team
The Position Types are the following
Evaluation Center Default Assignee
Complaint Default Assignee
Last Escalation Complaint Manager
Sales Lead Handler
Purchase Lead Handler
In order to setup a Position Type for Company, Branch or Location
- Navigate to the Companies List
- Select the Company you want ("Edit" action)
- The already existing positions are presented on the "Organization Positions" tab
- You can add a new one by selecting one the following actions
- Add a new Organization Position to Company Unit
- Add a new Organization Position to Branch Unit
- Add a new Organization Position to Location Unit
- The actions above will open a popup where you will be prompted to choose
- User
- Company, Branch or Location (depending on which action you clicked)
- Organizational Unit Type (this is already filled and read only)
- Position Type
In order to setup a Position Type for a Team
- Navigate to the Teams list
- Select the Team you want ("Edit" action)
- On the Team edit page click the Users tab
- On the action of the user you want to assign a position click "Set Team Position Type"
- On the popup that opens select the Position Type from the drop down
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