Departments

Definition

Departments represent divisions within your organization, each with its own address and specific information. They can be used to organize and manage different areas of your business effectively.

The company customer ID is displayed in the information section of company customer branches. This makes it easy to identify which company customer a branch belongs to. The ID is read-only and automatically assigned by the system.

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Purpose

  • Departments can be set up to reflect functional divisions (e.g., Customer Service, IT, Sales) or geographic regions (e.g., Berlin Office, New York Branch).
  • By structuring your organization into departments, you can improve the management and segregation of responsibilities, data, and workflows.

Assignments

  • All entities within the platform, including EmployeesCustomersTemplatesDevices, and Codes, can be assigned to one or multiple departments.

Access Control

  • By activating Department Isolation (article), access to entities assigned to specific departments can be restricted to employees who are members of those departments.
  • Two isolation modes are available to tailor access restrictions: Basic Isolation and Strict Isolation.

Key Benefits

  • Enhances organization by aligning entities and users with the structure of your business.
  • Ensures data security and controlled access through department-specific permissions.
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