Departments

How to create and manage departments

Departments are how you group users in your Paytia account. This guide walks through setting them up and keeping them tidy.

What a department controls

We create one department called All during onboarding, and you can add more whenever you like. Each department controls four things:

• the user prompts (scripts) its users follow during calls
• who gets transaction and daily reconciliation reports
• an optional trusted phone number for department calls
• the email address reports go to — this defaults to the administrator's email if you don't set one

Adding a department

Click Departments in the left-hand menu.

Then click the + button on the top row to open the Add Department form.

Fill in the form. Department Name is the only required field. The rest are worth setting up properly: an Email Address for transaction reports, the Country the department operates in, a trusted Telephone number for outbound calls, the User Prompts you want this department's users to have, and a Primary User Prompt as their default script.

There are two optional toggles as well. Realtime Receipt sends a receipt notification as each payment happens, and Overnight Report sends a daily reconciliation report.

When you're done, click Add and the department's created.

Managing existing departments

Everything you've set up appears under Department Listing, showing each department's name, telephone number and email address. In the Action column, the blue button edits a department and the red one deletes it.

Example

Here's what a configured set of departments looks like:

Notes

Double-check email addresses and phone numbers before you save — reports and calls depend on them being right. If you get stuck, email us at techsupport@paytia.com.