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This article assumes you are logged into the Manager Portal as a Site Manager, or Office Manager.
If you do not know your login name or password, please click here or contact CallHarbor Support.
What is a Department?
A department is a way to group users for organization in the portal. Departments can be used as a filter when searching, and can be utilized for send to group voicemail forwards.
Create a Department
1. Select the Users Tab
2. Locate an extension to be added to the new department. You can use the search function to search: Extension Number, First Name, Last Name, Site, or Department
3. Once located, click either the name of the extension or the pencil icon.
4. If name clicked: The profile tab will be opened by default
If pencil clicked: Select the Profile option from the dropdown
5. Locate the department textbox located under Profile Information
6. Enter the new department name. Please do not use special characters or a site name in the department name as this can cause potential issues with the system.
7. Click Save to update the user and create the department. Cancel will disregard the changes. If a voicemail pin is not set, the changes will not be saved until a pin is entered.
Edit a User's Department
1. Select the Users Tab
2. Locate an extension to be updated to a new department. You can use the search function to search: Extension Number, First Name, Last Name, Site, or Department
3. Once located, click either the name of the extension or the pencil icon.
4. If name clicked: The profile tab will be opened by default
If pencil clicked: Select the Profile option from the dropdown
5. Locate the department textbox located under Profile Information
6. Remove the department by backspacing the text in the text box. Select an already created department from the dropdown or enter a new department name. Please do not use special characters or a site name in the department name as this can cause potential issues with the system.
7. Click Save to update the user's department. Cancel will disregard the changes. If a voicemail pin is not set, the changes will not be saved until a pin is entered.
Delete a Department
Departments cannot be deleted by Site or Office Managers. Please contact CallHarbor Support, including:
- Your Name
- Your Company Name
- Your Extension
- The department(s) that should be deleted
