How to Set the Head/Team Lead & a Manager?
You may find this article useful for you: How To Assign A Department 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.
This is achievable this way
IN THE CRM
1. Go to "Setup".
2. Go to "Staff".
3. Choose the staff member. Press on "View" to access the staff's page.
4. Go to "Permissions". 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.
IN THE CRM
We suggest only adding managers and admins as department managers to departments.
1. Go to "Setup" in the left menu.
2. Navigate to "Departments".
3. Find and choose the department you want to add a department manager to and press on it.
4. Expand the "Manager" dropdown list.
5. Choose a staff you want to assign as managers.
6. Press "Submit" to save your changes.
7. The department manager you assigned will appear on the right side of the chosen "Department".
