Departments

How to create and navigate through departments

This article outlines the department category and how to configure.

It covers the following:

Contents of departments

A default department called "All" is set up during initial onboarding.

Departments are logical user groups, they allow you to configure the following at a department level:

  • User prompts
  • Receipt of transaction reports
  • Department phone number (optional) — recognised as a trusted number by Paytia
  • Department email address for the distribution of transaction reports — this defaults to the administrator's email address

Adding departments

Click on Departments in the left-hand menu to change, add or delete departments.

To add a new department you can use the + symbol on the top row (see below)

This will expand to allow you to enter the details of the department you want to add.

The values you will see are

  1. Department Name - This is required by default so it must be filled in. It is simply the name you want to assign to these department settings.
  2. E-mail address - This is only relevant if you want to send department owners reports on the transactions their users' process and the Paytia overnight daily payment reconciliation report.
  3. Country - The country of origin in which the telephone number you wish to make calls out from your business.
  4. Telephone - This is the telephone number you want to trust to make calls out of your business. You can use departments as a quick way to add more telephone numbers you want Paytia to accept you will be calling out to customers from.
  5. User prompts - If you are using Paytia User scripts you can assign a department of users the same scripts from here. You can make more than one set of scripts available for you to choose from in the Administer Users > Users menu.
  6. Primary User Prompts - This is the default user prompts script you want users in this department to be given if you do not choose to override this choice in the Administer Users > Users menu.

Example when set