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Department Settings

Updated Sep 29, 20261,603 viewsView on usehalo.com
  • administrator
  • organisation
  • departments

Configuration > Organisations > Configure Organisation > Departments

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FieldTypeDescription
EditButtonEnables edit mode, and saves changes made.
Change LogoButtonOpens up a menu for uploading an image to use as a Logo for the Organisation.

Departments (All Tabs) *When Editing A Created Department*

FieldTypeDescription
Department NameFree TextName of department (HR, Service Delivery, Finance etc..)
Agent DepartmentCheckboxWhen checked, this department will be added to your organisation chart, allowing for teams/agents to be added to this department. If unchecked, only end-users can be added to this department.
OrganisationRead-Only TextDisplays which Organisation this department is part of.
Department ManagerRead-Only TextDisplays the name of the department's Manager.
Mailbox OverrideSingle SelectDetermines the mailbox to be used for outbound communications from this department.
Message GroupSingle SelectDefines the set of email templates to be used when sending emails via this department.
TeamsTableDisplays a list of Teams that are part of the department. Agents that are part of those Teams also have basic membership to the Department.
The Team Leader is also stated here.
MembersTableDisplays a list of End-Users that are part of the department. The user's name, as well as their Membership level will be detailed here. i.e. you can set the agent to be department manager or you can give them basic membership level. Multiple department managers can be added to the one department.
Other > TemplatesTableDisplays a list of the Templates that are available to the Agents in that department.
Other > Canned TextTableDisplays a list of Canned Texts that are available to the Agents in that department.

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