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#1413 - department creation
hey.
i've created one department, and i need to create 2 departmets for 1 user.. how to do it please..
Samuel
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8 years ago
Hi Samuel,
I believe what you are wanting to do is to go to Admin->Security Groups Management and create a group for each of your departments. Then add the users as appropriate. Here is an example of a typical setup: https://www.sugaroutfitters.com/docs/securitysuite/example-of-a-typical-setup
8 years ago
Hi, i did that, it works thank you, how do i see it in the system now, since when i try to endorse an account under the (where to report) i do manage to,but vcan't really see it. hope you udnerstand me.
i basically need to have 2 groups 1- support/retention. 2- affiliates
both groups report to me.
now i also need to manage they're access to the system, so that each other will only see what i actually allow them to ..
thank you.. Samuel
8 years ago
Great! To manage their access, such as giving a contact or case to a support/retention team, all you would do is go to that contact or case and assign the support/retention team in the Security Groups panel. You can also automate this via one of the many inheritance options or default group options in Security Suite Settings on the Admin page, custom logic hooks, or using a workflow tool like Process Manager.
For adding new users to the groups, changing permissions, etc you will need to have an admin user do that for your managers.
8 years ago
Hi Samuel, I'm hoping you were able to get this configured as you need it. I'm closing this for now, but feel free to reply here if you have any other questions.