Units Manager's Guide

Using units, you can group your departments for management purposes.

Suppose you are a manager or a monitor and want to oversee multiple departments, you can make a unit of those departments and manage it.

To access Units settings:

Go to Units in the omnichannel panel settings, as shown below:

You can see the list of units.

To create a new Unit:

  1. Hit New Unit.

The new unit creation pane will appear.

  1. Name your new unit.

  2. Set its visibility. Private/Public. A private unit will be available only for you.

  3. Add the desired departments to your unit.

  4. Assign monitors.

  5. Hit Save.

As shown below:

Your newly created unit will appear in the list, as shown below:

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