Departments

Departments


How to Create and Navigate Through Departments

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

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.

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.

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.

Example of Configured Departments

The screenshot below shows an example of department settings:


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.