Organizational Settings
Leave Types
You can configure leave types that can be availed by your support reps. This is useful for both administration and automations such as business rules. To configure leave types: 1. Go to Admin>>Users>>Leave Types. 2. Click New Leave Type button to ...
Portals
Portals are used to manage your business verticals independently. By default, the application is configured with only one portal. To add a new portal: 1. Click Global Settings and then click Add Portal. 2. Now, provide details such as Portal Name, ...
Operational Hours and Holidays
You can configure your organization's operational hours and holidays. This useful for both administration and automation such as business rules. To configure the operational hours: 1. Go to Admin>>Organizational Details>>Operational Hours (if only ...
Organizational Details
To add/modify organizational details: 1. Go to Admin>>Organizational Details>>Organizational Details (if only one portal is configured) or go to Global Settings>>Organizational Details (if multiple portals are configured). 2. Fill in the required ...