For the complete documentation index, see llms.txt. This page is also available as Markdown.

Departments

Manage your company's departments. This way, you can ensure that each user or account has access only to the information and features that are relevant to their work.

Assign the users, accounts, and permissions that the department can access.

In the taskbar, click the settings icon and then System. Next, select Departments and click New Department.

By clicking a single arrow, you can select users or groups separately. By clicking the double-arrow icon, you can load all users or groups at once.

You will do the same with the Accounts and with the Permissions.

You will grant access to the accounts you have connected, for example, your WhatsApp, Facebook, and Instagram accounts. These accounts are the ones the departments will be able to use. For example, the Customer Service Department will have access to the WhatsApp accounts.

Remember that the permissions are the same ones you created in the Permissions Group section. For example, the Sales Group will have access to the Sales Department.

You can add Subdepartments, such as WhatsApp, which is a subdepartment of Customer Service.

Follow the step-by-step guide:

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Done, your departments will be created!

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