Departments & Teams
4 guides
Departments
Multi-Tenancy
The article provides a comprehensive guide on setting up and managing Multi-Tenancy in Halo. It covers the benefits of having multiple organizations within a single Halo instance, like customized portal branding, message group overrides, and agent restrictions, which allow for improved organization and performance. Users can create new organizations, assign departments and agents, and manage organization-specific settings. Customizable features such as message group overrides, portal branding, and FAQ restrictions enhance the flexibility of Multi-Tenancy, catering to diverse organizational needs in managing support services efficiently.
Organisations
Teams
The article provides a guide on configuring Teams in a system, detailing steps for adding core details like name and email, assigning agents, and setting roles such as Team Leader. It addresses account activation and deactivation, viewing permissions, and auto-assignment exclusion. A section outlines how to display departmental information in team dropdowns, enhancing organization visibility. This setup facilitates better management and operational efficiency within larger organizations.