How to Create and Navigate Through Departments

This guide provides step-by-step instructions to configure and manage departments in your Paytia system.

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Contents of Departments

A default department named All is created during the initial onboarding process. Departments serve as logical user groups, allowing you to configure:

1. User Prompts: Assign specific scripts for department users to follow during calls.
2. Receipt of Transaction Reports: Configure who receives transaction or daily reconciliation reports.
3. Department Phone Number (Optional): Define a trusted number for department calls.
4. Department Email Address: Specify an email address to receive transaction reports; defaults to the administrator's email.

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Adding Departments

1. Navigate to Departments:

   • In the left-hand menu, click on Departments.
     

2. Add a New Department:

   • Click the + button on the top row to expand the Add Department form.
     

3. Enter the Following Details:

   • Department Name (required): The name to assign to this department.
   • Email Address: Email for receiving transaction reports.
   • Country: Select the country of the department.
   • Telephone: Add a trusted phone number to make outbound calls.
   • User Prompts: Assign specific scripts for users in this department.
   • Primary User Prompts: Select a default script for department users.
   • Optional settings:
     • Realtime Receipt: Enable real-time receipt notifications.
     • Overnight Report: Enable daily reconciliation reports.
       
       

4. Save the Department:

   • Once all fields are completed, click Add to create the department.

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Managing Existing Departments

1. View Departments:

   • A list of all departments is displayed under Department Listing.
   • Columns include:
     • Department Name
     • Telephone Number
     • Email Address
     • Actions (Edit/Delete)

2. Edit or Delete:

   • Use the edit (blue) or delete (red) buttons in the Action column to modify or remove a department.

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Example of Configured Departments

The screenshot below shows an example of department settings:

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Notes

• Departments simplify managing user groups and assigning permissions.
• Department-level configurations ensure clarity and organization for reports and user scripts.
• Always double-check email addresses and phone numbers before saving.

For further assistance, contact Paytia support at techsupport@paytia.com.