In the "Departments Employees" tab, you can see the assignment of employees to individual Departments. The system allows assigning an employee to more than one Department. You can filter and sort each column. When sorting, numbers appear on the sorted columns, indicating the sorting order of the columns. At the bottom of the window, you can see the record count information.

How to Assign an Employee to the department?

• If you want to assign a care representative to a department, from the menu in the upper left corner (hamburger menu), select the "Add" option.

• First, select the Department to whom you want to assign a representative. To find the appropriate department, enter their name or search from the dictionary. To search for a customer from the dictionary, click on the action button (three dots) and choose the "Search" option.

• On the new screen that appears, you can select the department, or if you want to select several departments at the same time, you have to click on the check box.

  

• Next, select the representative. To do this, enter the email address of the care representative (sales employee) or search for the representative in the dictionary. To search for a representative from the dictionary, click on the action button (three dots) and choose the "Search" option.

  

• On the new screen that appears, you can select the employee, or if you want to select several employees at the same time, you have to click on the check box.

• Click "Confirm".