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How to Add a Department (Group)

A department is used to route inbound calls to more than one person. Only the Account Operator can add new departments. Adding a new department will increase your monthly costs based upon the number of departments added.  To add a new department, follow the below instructions.



Step 1: Log in to the Web Portal & Add the Department
  1. Log in to the Aptela account as the Operator
  2. Select People from the Navigation Bar
  3. Click on the Departments tab
  4. Under the Directory Commands box (lower right), click New Department




Step 2: Enter the Department Settings
After selecting "New Department," the department's Edit page will open and the first section on this page is "Department Settings."  From this section:

  • Department Name: Enter the department ID name.  This name cannot consist of any spaces or exceed 16 characters.  Use underscores (_) instead of spaces.
  • Display Name: Enter the name to appear to the department's directory page.
  • Extension: Enter an unassigned extension number. This can be used by callers to dial the department directly by the extension number.
  • PIN: Enter a 4-digit number.  This allows the user to access the department's voicemail box via the phone. It must be 4 digits long.




Step 3: Setup Call Screening.  This is optional.

  • Scroll down to the Privacy/Call Screening section and choose the call creening settings appropriate for you.  To learn more about these settings, click here and scroll down to the "Definitions for the Call Screening Settings" section




Step 4: Enable Voicemail Notifications
We recommend enabling voicemail notifications to alert users when new voicemails are left for the department.

  • Scroll down to the Message Notification section
  • Next to Voicemails, check the first two boxes (Enabled and Include Content)
  • Enter the email address where voicemails should be sent in the Target Email Address field.  Separate multiple email addresses with a comma.
  • To learn more about the Message Notifications message types and settings, click here. Call Recordings is a purchased add-feature.




Step 5: Select the Users to Receive
Department Calls & your Dialing Method

  • Scroll down to the Users in this Department section
  • From the Users Available for Department box select the users to receive department calls and use the left/right arrow keys to add the users to the Active Users box
  • Use the up/down arrow keys to prioritize the order in which inbound calls are routed to the Active Users
  • Select the preferred Dialing Method. The default method is “Sequential”. To learn more about department dialing methods, click here




Step 6: Select Department Managers.  This is optional.
Department managers are useful because you can grant another user permission to edit department settings without giving them the account operator login information.  Only Inactive or Active users can be marked for department managers.

  • Scroll down to the Queue Manager for this Department section
  • Click on the box of the user(s) you wish to act as the department manager. See below for a list of manager rights*.
*Note:  Departments managers have the ability to:
  • Make edits to the department settings, including adding and removing users to the department.
  • Listen and manage department voicemails via the application.
  • Read and manage department faxes.
  • On Queue enabled departments
    • Monitor live calls
    • Record inbound and outbound calls, and 
    • Access reporting
* Call Recordings is a purchased add-on feature.  Outbound calls are only accessible on the call record of the user whose call was recorded, and can only be retrieved by the account operator or user.







Step 7: Scroll to the bottom of the page and click on Save


 

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