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Business Units
  • 30 Nov 2023
  • 1 Minute to read
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Business Units

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    Light
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Article Summary

On the Business Units page, you can create groups of Call Targets to be assigned to users, allowing you to limit the Call Targets that specific users can access and manage. This can be useful if some of the Managers or Viewers in your Organization belong to specific teams and only need to view Call Targets used by those teams.

Quick access: Callback > Business Units

screenshot of the business units page

NOTE
The Business Units page is accessible to Administrators and Mindful staff only.

Adding, Editing, and Removing Business Units

To create a new Business Unit:

  1. On the Business Units page, click Add Business Unit.
  2. Name: Enter a descriptive name of your choice to identify the Business Unit.
  3. Call Targets Contained: Click within this field to select one or more Call Targets to assign to the Business Unit.
  4. Users Assigned: Click within this field to select the users you wish to assign to the Business Unit.
  5. Click Save to save your Business Unit.

screenshot of adding a new business unitTo edit an existing Business Unit, click its name on the main Business Units page, make your changes, then click Save Changes.

To delete a Business Unit, click its name on the main page, then click Delete.


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