<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p><strong>In this guide we will cover:</strong></p><p data-pasted="true"><strong>- Creating Organisation(s)</strong></p><p><strong>- Creating Departments</strong></p><p><strong>- Creating and assign Teams</strong></p><p><strong>- Creating Agents</strong></p><p><strong>- Creating and assigning Roles</strong></p><p><strong><br></strong></p><p><strong><br></strong></p><p><strong>Admin Guides:</strong></p><ul><li style="font-weight: bold;"><a href="https://usehalo.com/haloitsm/guides/1339" target="_blank" rel="noopener noreferrer"><strong>Organisation Details</strong></a></li></ul><p><strong><br></strong></p><p><strong>Related Guides:</strong></p><ul><li><a href="https://usehalo.com/haloitsm/guides/1897" target="_blank" rel="noopener noreferrer"><strong>Departments</strong></a></li><li><a href="https://usehalo.com/haloitsm/guides/1895" target="_blank" rel="noopener noreferrer"><strong>Organisations</strong></a></li><li style="font-weight: bold;"><a href="https://usehalo.com/haloitsm/guides/1900" target="_blank" rel="noopener noreferrer"><strong>Roles</strong></a></li><li style="font-weight: bold;"><a href="https://usehalo.com/haloitsm/guides/1898" target="_blank" rel="noopener noreferrer"><strong>Teams</strong></a></li></ul><p><br></p><p><strong><span style="font-size: 14pt;">What is an Organisation?</span></strong></p><p>An Organisation represents your business, and stores key details such as the name and address. It manages all Departments, Teams, and Agents within it, and multiple Organisations can be created for sister or sub-companies.</p><p><br></p><p>This guide will break down the creation of an Organisation from start to finish in five key steps, followed by how multiple Organisations can be created used.</p><p><br></p><ul><li>Configuring Organisation Basics</li><li>Adding Departments to an Organisation</li><li>Adding Teams or Users to a Department</li><li>Adding Agents to a Team</li><li>Using Roles to assign Departments or Teams</li></ul><p><br></p><p data-pasted="true"><strong><span style="font-size: 14pt;">Configuring Organisation Basics</span></strong></p><p>The first step of creating the Organisation structure is to decide whether multiple Organisations are needed, or only one.</p><p><br></p><p><strong><span style="font-size: 12pt;">Should I use a single Organisation or multiple?</span></strong></p><p>A single Organisation is the base configuration and is always required. Using multiple is optional, providing the ability to split out your Agents if there is need to separate them.</p><p><br></p><p><strong>Use only one Organisation if you need:</strong></p><p><br></p><ul><li>You use Halo for one main company, and require none of the below mentioned features.</li></ul><p><br></p><p><strong>Consider using multiple Organisations if you need:</strong></p><p><br></p><ul><li>You require different branding to be used based on the Organisation that is working on a Ticket.</li><li>You are using multiple Self-Service Portals.</li><li>You are an otherwise large company with many departments, and require a more structured way to organise your Agents.</li></ul><p><br></p><p><strong><em>Note: Your consultant will also be able to advise on the above depending on your unique setup.</em></strong></p><p><br></p><p>Navigate to Configuration > Organisation. Here you will see the option to "Enable Multi-Tenancy", which you will need to turn on if you require multiple Organisations. If enabled, the button underneath will show as "Configure Organisations" instead of "Configure My Organisation".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijg0YjIyZTc5LTkyNTItNGFjZC1hN2RlLTJjZjRkNTU2YWVhNyJ9.jBIGU-9RXVuU5huUFnvNtZTSBnjATHB4ehXINV-vt4Q" class="fr-fic fr-fil fr-dib" width="945" height="197"></p><p><strong><span style="font-size: 10pt;">Fig 1. Enabling multi-tenancy</span></strong></p><p><br></p><p>Each Organisation is configured mostly the same after this, with a few additional options available if multi-tenancy is enabled.</p><p><br></p><p>Clicking into this button, you will either go straight to this screen to configure your Organisation, or see a list to select from if multi-tenancy is enabled. This is where you will store the key details about your company such as name and any contact details.</p><p><br></p><p>If you utilise invoicing within Halo, you will also be able to enter your bank details here. These details can be added to PDF templates automatically via dollar variables.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjViMTdiNTU2LTM4NzQtNDg5NC1iMzRhLTU5ZjVmMGNiZTg3NCJ9.GfP-VohPnozlJy9IMeXPNO6ziImv4PCfepDaQZSpLLw" class="fr-fic fr-fil fr-dib" width="1215" style="width: 1217px; height: 670.016px;" height="670"></p><p><strong><span style="font-size: 10pt;">Fig 2. Organisation details</span></strong></p><p><br></p><p>Scrolling down, you can configure the Self-Service Portal appearance for Customers under this Organisation. This is mostly relevant if using multi-tenancy with multiple Self-Service Portals, where each portal can be individually branded.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQzNGNmYTFmLWI1NTAtNGM3Yi05NDhhLWFlZjg4NzllZjk1MSJ9.7LcHNtipQMuodqaCLzN3PEOjaonul7CEAe4Dalb97bM" class="fr-fic fr-fil fr-dib" width="1211" style="width: 1213px; height: 625.939px;" height="626"></p><p><strong><span style="font-size: 10pt;">Fig 3. Self-Service Portal Organisation configuration</span></strong></p><p><br></p><p>If multi-tenancy is used, switching to the "Settings" tab will also show a few miscellaneous options to restrict or customise available features. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImRjYmFmODM3LWZjYTEtNDQ3OC04OWU2LTk2YTNlMWRmZjIxYyJ9.tX0zFR_DE0lIUrVOlLYALXvvEQtaxC_Zs743VVEnWVw" class="fr-fic fr-fil fr-dib" width="1217" style="width: 1219px; height: 634.977px;" height="635"></p><p><strong><span style="font-size: 10pt;">Fig 4. Organisation settings</span></strong></p><p><br></p><p>There is also a tab for the "Organisational Chart". As we build out the Departments, Teams and Agents further into this guide, your chart will begin to look similar to the below.</p><p><br></p><ul><li><strong>Organisation:</strong> Blue</li><li><strong>Departments:</strong> Green, shows the Department Manager(s) if set.</li><li><strong>Teams: </strong>Yellow, shows the Team Leader if set.</li><li><strong>Agents:</strong> Purple, shows their job title underneath if set.</li></ul><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImEyNmQwMWU2LTNhOGItNDVlYy04YzIyLTZjNjhmN2E3ZTBjYSJ9.6HQXWLwI3YxesyMaTFTrMP4bzWMRBN6SM1qf8G1Coh8" class="fr-fic fr-fil fr-dib" width="1218" style="width: 1220px; height: 630.359px;" height="630"></p><p><strong><span style="font-size: 10pt;">Fig 5. Organisational chart</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Adding Departments to an Organisation</span></strong></p><p>The first layer of the Organisation is the Departments. In the "Departments" tab on the Organisation, click the "Add" button.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjY5ZDkzYWZiLTgzZWQtNGZhYi04ZjFjLTZjNDg1MzZlNjliMSJ9.znE_YtCw52zW2TVWCIyAtCed6SuoQB76PNPUJoioQAs" class="fr-fic fr-fil fr-dib" width="1215" style="width: 1217px; height: 361.663px;" height="362"></p><p><strong><span style="font-size: 10pt;">Fig 6. Adding a department</span></strong></p><p><br></p><p>The following screen will then show to create your Department.</p><p><br></p><ul><li><strong>Department Name:</strong> Give the Department a relevant name.</li><li><strong>Agent Department:</strong> All Departments can allow Users within them by default, to add Teams and Agents later, ensure this is enabled.</li></ul><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjJhYzE2MWE2LWYxZDctNDJmOS05MTcxLTE5MjJhNTg5MDQ0NiJ9.x_9_YK5AfSDCDfobQZmScfMCVN4n5RPp2PJZg670zBg" class="fr-fic fr-fil fr-dib" width="884" height="543"></p><p><strong><span style="font-size: 10pt;">Fig 7. Setting department basics</span></strong></p><p><br></p><p>After creation, the Department will show the Organisation it was created from and linked to.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjZkYTViMTE0LWM5YmMtNGFkMC1hZTg1LWYwZjYyMDhhN2YyNSJ9.Rs4dTa4cifW4pIRqKVYrPGnOEtcFRyBhvCMptBohZDA" class="fr-fic fr-fil fr-dib" width="484" height="565"></p><p><strong><span style="font-size: 10pt;">Fig 8. Department linked to an organisation</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Adding Teams to a Department</span></strong></p><p>In the "Teams" tab of the Department, you can create a new Team linked to that Department.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijg1NWExYWE0LTljYWItNDQ5OC1iZTUzLWMyYTY0NThjMjZiOCJ9.k3CbQ0XvpH5DewbJU-E-5o6ZKLgRfANITpnbM_QD_qY" class="fr-fic fr-fil fr-dib" width="1215" style="width: 1217px; height: 280.846px;" height="281"></p><p><strong><span style="font-size: 10pt;">Fig 9. Adding a team to a department</span></strong></p><p><br></p><p>This will open the screen to create a Team, defaulting the "Department" field. This field can also be edited on existing Teams to assign them to the Department.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImI4OTdkMTM3LTJlYjItNGUzNS1hMmQ1LTcwMjQ3N2Y0OWY5ZSJ9.2swehAQ71MtK1rRm7JT0Jxe-t232Y9H1SCwyWU_IOMg" class="fr-fic fr-fil fr-dib" width="733" height="810"></p><p><strong><span style="font-size: 10pt;">Fig 10. Team linked to a department</span></strong></p><p><br></p><p>Agents can then be added to the Team after saving, within the "Agents" tab.</p><p><br></p><p data-pasted="true">Clicking the "Add" button on the "Agents" table will allow the option to select Agents, then choose a Membership Level.</p><p><br></p><ul><li data-pasted="true"><strong>Basic Member:</strong> Granting access to the Tickets Assigned to a particular Agent.</li><li><strong>View All:</strong> View all Tickets assigned to Teams within the given Department.</li><li><strong>Modify All:</strong> Modify all Tickets assigned to Teams within the given Department.</li><li><strong>Department Manager: </strong>Modify all, plus options for specific notification functionality (notifications to be sent to Department Managers for a given event).</li></ul><p><br></p><p><strong><em>Note: The above will give access to the Tickets, i.e. by searching, but the Agent will need access to the Team to see the Team queue.</em></strong></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjIzOGVjOTk5LTViMGUtNGZjMS1iMGIyLTUxODM3MGE3YzRlYSJ9.5aI4QCIJK-YLloqVDDoMI3GBm188ZWp5oTCAovV1bJE" class="fr-fic fr-fil fr-dib" width="1210" style="width: 1212px; height: 326.457px;" height="326"></p><p><strong><span style="font-size: 10pt;">Fig 11. Adding an agent to a team</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Adding Individual Agents or Users to a Department</span></strong></p><p>You can also choose to add individual Agents or Users to a Department in the "Members" tab.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjRkMGMyOWQ3LThmNGItNDRhNC1hOGQzLTY2OTU4ZTQwZDRhNiJ9.QfsKrOo4so0jaV_BM2ROunPXRZ0iJfoKSUAQgl7iD88" class="fr-fic fr-fil fr-dib" width="1219" style="width: 1221px; height: 671.198px;" height="671"></p><p><strong><span style="font-size: 10pt;">Fig 12. Agent and user members of a department</span></strong></p><p><br></p><p>Clicking the "Add" button on the "Agents" table will allow the option to select Agents, then choose a Membership Level.</p><p><br></p><ul><li data-pasted="true"><strong>Basic Member:</strong> Granting access to the Tickets Assigned to a particular Agent.</li><li><strong>View All:</strong> View all Tickets assigned to Teams within the given Department.</li><li><strong>Modify All:</strong> Modify all Tickets assigned to Teams within the given Department.</li><li><strong>Department Manager: </strong>Modify all, plus options for specific notification functionality (notifications to be sent to Department Managers for a given event).</li></ul><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImI1N2ZjMzE4LTRkMjUtNGZiNC1hZTRhLWFiN2ZjYWY0Yjg2NyJ9.DMRxe5x60QCu1I4kzZakQHHsLWDndk89HX3bv5HATUc" class="fr-fic fr-fil fr-dib" width="710" height="456"></p><p><strong><span style="font-size: 10pt;">Fig 13. Adding agents to a department</span></strong></p><p><br></p><p>When adding a User to a Department, you can choose the Users, and set if they are a Department Manager.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImI2NTc4NjU2LTc1MDMtNDRkNS1iNWExLWFkYThjZGIwMjlhMiJ9.FyZgPwZ55F-r2Lee0XB6wzh9TV93y6PYchjlIpuq0yU" class="fr-fic fr-fil fr-dib" width="709" height="300"></p><p><strong><span style="font-size: 10pt;">Fig 14. Adding users to a department</span></strong></p><p><br></p><p data-pasted="true">Agents can also be added to existing Teams and Departments via the "Departments & Teams" tab on their Agent profile.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImNjOWE3M2VhLTcyOGQtNDg1OC1iMzkxLTRjMTU3YWI2NmE5MiJ9.ea-_lrv7rIm1RUlybMNm0VNoZyDS-GJcfrl6nQdRqno" width="1218" style="width: 1220px; height: 671.236px;" height="671" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 15. Adding an agent to a team or department</span></strong></p><p><br></p><p data-pasted="true"><strong><span style="font-size: 14pt;">Adding Agents to a Team</span></strong></p><p>You then need to add Agents to each Team. In the "Agents" tab on the Team, click the "Add" button.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjY2MTM4MTFkLWI5YmYtNDM4OS1hNzE2LTQ0NGE1YjBiZDViYiJ9.2AdcpHG14V-W8RX79ZivuufIrOPW0ege-3YSghvp9-M" class="fr-fic fr-fil fr-dib" width="1214" style="width: 1216px; height: 302.829px;" height="303"></p><p><strong><span style="font-size: 10pt;">Fig 16. Adding agents to a team</span></strong></p><p><br></p><p>Choose the Agents to add to the Team, and their associated configuration.</p><p><br></p><ul><li data-pasted="true"><strong>Can be assigned to:</strong> Determines whether the Agent has a physical queue within the Team. When enabled, they will be given their own physical queue under that team, leaving it unticked just gives them visibility of the team without having their own queue.</li><li><strong>Exclude from Team auto-assignment:</strong> Excludes the Agent from being automatically assigned Tickets via Load Balance or Round Robin.</li><li><strong>Is a Team Leader:</strong> Determines whether they are the Team Leader of the given Team. If they are a Team Leader they can access the Team Settings, which is a module where they can make minor changes to the Team Settings. Team Leaders are able to edit the details and preferences of Agents in their Team if "Allow Team leaders to edit Agent preferences" is enabled in Configuration > Advanced Settings.</li><li><strong>Can see Unassigned Tickets for this Team:</strong> Determines whether or not the Agent can see Unassigned Tickets for the Team.</li><li><strong>Can see Tickets assigned to other Agents in the Team:</strong> Determines whether Agents can see Tickets assigned to other Agents in the Team.</li><li><strong>Exclude Agent from Resource Booking calendar:</strong> Excludes the Agent from the Resource Booking calendar.</li></ul><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjU3MTQ5OTEyLWNhNjItNGVhMS05NTBlLTU0Mzk4NzA5ODUzNiJ9.4fu709wsvdOZq9Rk_i4vCG5TyQ4Tf2IJHWeiNO38EvU" class="fr-fic fr-fil fr-dib" width="714" height="544"></p><p><strong><span style="font-size: 10pt;">Fig 17. Setting the agent's access to the team</span></strong></p><p><br></p><p>At this point, you should have an Organisation, a Department, a Team, and some Agents in that Team.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjA4MDE4ODY5LWYwNWYtNDhhZS1hZjQ0LWM2N2I5Y2Y0MzY5YSJ9.XAqf5_jW4AFLpuMQjmgTDoYE-WafdlSJrIuIrpLWrKs" class="fr-fic fr-fil fr-dib" width="386" height="535"></p><p><strong><span style="font-size: 10pt;">Fig 18. Basic organisational chart example</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Using Roles to Assign Departments or Teams</span></strong></p><p>The above configuration can also be applied in bulk to both Agents and Users via Roles. You will likely want to create a Role for each Team, with another Role for the Manager(s) to have additional permissions.</p><p><br></p><p data-pasted="true"><strong><span style="font-size: 12pt;">Assigning Roles to Agents</span></strong></p><p>In Configuration > Teams & Agents > Roles, you can create a Role. Within the "Departments & Teams" tab, you can set which Teams and Departments Agents with this Role will be a part of. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjM5MDg3NGI0LTAxMjgtNDIzZC05ZGNiLTAwN2RiZjdlODY4OSJ9.RGV5GVxZyCQXiuS8O5J_Y7xiAwEOxG36SZzAyfFuxZc" class="fr-fic fr-fil fr-dib" width="1221" style="width: 1223px; height: 676.034px;" height="676"></p><p><strong><span style="font-size: 10pt;">Fig 19. Teams and departments against a role</span></strong></p><p><br></p><p>When adding a Team to the Role, you can then set the additional Team configuration as before.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjRlYWUxYzVlLWE2YTMtNDU3OC04NjVlLTdjMjRkZDg4NWZiNCJ9.M_6ZdIYN3wXbzzESu6grhD_O8K4SHW5NbRHklWASe9U" class="fr-fic fr-fil fr-dib" width="715" height="543"></p><p><strong><span style="font-size: 10pt;">Fig 20. Adding a team and team access to the role</span></strong></p><p><br></p><p>When adding a Department to the Role, you can set Department Access as before.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQ0NDhhNTQwLTg4OWQtNDBjMS1hNTFmLWM4MGNlODFlMmNlZSJ9.TB8TrVfVTXcjEh3c-eyWpGnEAGAv-YtvBOMr1si7kaw" class="fr-fic fr-fil fr-dib" width="709" height="450"></p><p><strong><span style="font-size: 10pt;">Fig 21. Adding departments and department access to the role</span></strong></p><p><br></p><p>There is also the option to set Department Membership access for every Department. This is useful if you want your Agents to be able to see every Team, but do not want to manually set Department access for every Department.</p><p><br></p><p>If this is set, you will then have the additional option if all Teams in every Department will show in the Team tree (when viewing Tickets). Once again, access to the Teams is still needed.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjM0YTM3NmNlLWZjMWMtNGZhYS04Yjk3LTJjNzllNjg1MzEzYSJ9.JkgQJPfsCBFcuvjVNT2NrcjfAawuMRz477XNBhxWVQ4" class="fr-fic fr-fil fr-dib" width="1223" style="width: 1225px; height: 523.988px;" height="524"></p><p><strong><span style="font-size: 10pt;">Fig 22. Adding department access to all departments</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Assigning Roles to Users</span></strong></p><p data-pasted="true">In Configuration > Users > User Roles, you can create a User Role. Within the "Departments" tab, you can set which Departments Users with this Role will be a part of. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijg4NzNkNzA3LTUwZjEtNDJkZi05YzhiLThiODk5MGI2MDEyZiJ9.2g7X8jEtWg3wDq5_Nk_qlY2icQ2rXbLeKxRITLMs4Ac" class="fr-fic fr-fil fr-dib" width="1219" style="width: 1221px; height: 403.352px;" height="403"></p><p><strong><span style="font-size: 10pt;">Fig 23. Departments on the user role</span></strong></p><p><br></p><p>When adding a Department to the User Role, you can also set if these Users are Department Manager(s). </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjEzNzAzMTJjLTU2MTEtNDFiNS04ZjcwLTUwMDhjNzVlNTg5NyJ9.O-HBRN7C-6wTvuB1dH8MDBK_C-MfWJc3k3ypwY6xj5k" class="fr-fic fr-fil fr-dib" width="711" height="294"></p><p><strong><span style="font-size: 10pt;">Fig 24. Adding departments and department access to the user role</span></strong></p><p><br></p>
