⚒️Configuring Unit Access

Admin Tools -> Directory

Changing unit access requires the Users Admin role.

Granting Unit Access Permission

To grant a user access to a unit, you add the user as a unit member:

Go to Admin Tools / Directory.
Click on a unit name on the Organization Tree.
Click on the Members tab.
Find a user by typing the user name or email in the dropdown.
Add a user to the unit.

Unit members can select the unit as their "Current unit" and access its inboxes and calendars when using the Agent Console and Calendar (they also need to be in the Agent or Power Agent roles).