How to Set the Head/Team Lead & a Manager?
Team Lead/Head is supposed to be above the regular Manager.
Team Lead/Head is supposed to view Manager's clients, without the Manager being able to view Team Lead/Head's clients.
Note! If you have a manager of another department in your department as Staff, you will be able to see their Department information as well.You should not be able to have the Manager in the Manager field and in the Staff members field.
This is achievable this way:
IN THE CRM
1. Go to "Setup".
2. Go to "Staff".
3. Choose the staff member. Press on "Options". Go to "Permissions".
4. Make sure the agent receives "Department View" and "Assign by Department" permissions.
5. Get back to the staff's page. Choose "Profile".
6. Scroll down to view which departments the staff member. Make sure the agent is excluded out of the list.
How to Set the Head/Team Lead & a Manager?
IN THE CRM
We suggest only adding managers and admins as department managers to departments.
1. Make sure to complete all the steps above. Go to "Support" and choose "Departments".
2. Select "Edit" option.
3. Go to "Staff Members" and select the "Department Managers".
4. Press on "Submit" to remember the choice.
