Departments and operational people

Before you begin

• Correct privileges and company.

Step by step

1. 01

   As a platform administrator open Departments → New department. Enter a stable code of 1–50 letters, numbers, hyphens or underscores and a readable name, then Create department. Spaces in a code are rejected and the draft can be corrected.

2. 02

   Use Edit/Save name to rename: the code remains stable. Deactivate and Reactivate change availability without physically deleting the department; reload to check its state.

3. 03

   In People explicitly select the department to configure. From an empty list, Link person opens account identifier, display name, email and Agent/Manager role. The identifier must match the authorised account subject; an invalid email blocks submission.

4. 04

   Save the link and search by name, email or account identifier. Change the query after No people found; page controls are disabled when no other page exists.

5. 05

   Edit name, email, role or Operational access active and Save changes. If the last-manager constraint appears, keep an active manager and prepare an authorised replacement first.

6. 06

   Inspect reporting and assigned work before deactivating access; reopen the correct department to verify the saved role and status.

The result to check

Membership drives queues, assignments and permissions.

Limits and considerations

• Department code limit 50, name 120.
• Department management grants no holding invitations/other companies; managers cannot exceed privilege limits.

Continue with related guides