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

1. Company
2. Branch
3. Location
4. Team

The Position Types are the following

1. Evaluation Center Default Assignee

2. Complaint Default Assignee

3. Last Escalation Complaint Manager

4. Sales Lead Handler

5. Purchase Lead Handler

In order to setup a Position Type for Company, Branch or Location

1. Navigate to the Companies List
2. Select the Company you want ("Edit" action)
3. The already existing positions are presented on the "Organization Positions" tab
4. You can add a new one by selecting one the following actions
   1. Add a new Organization Position to Company Unit
   2. Add a new Organization Position to Branch Unit
   3. Add a new Organization Position to Location Unit
5. The actions above will open a popup where you will be prompted to choose
   1. User
   2. Company, Branch or Location (depending on which action you clicked)
   3. Organizational Unit Type (this is already filled and read only)
   4. Position Type

In order to setup a Position Type for a Team

1. Navigate to the Teams list
2. Select the Team you want ("Edit" action)
3. On the Team edit page click the Users tab
4. On the action of the user you want to assign a position click "Set Team Position Type"
5. On the popup that opens select the Position Type from the drop down