⚒️Configuring Unit Access
Last updated
Last updated
Admin Tools -> Directory
Changing unit access requires the Users Admin role.
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).
