Articles in this section

Global Department Settings

While individual Departments may have unique needs, many settings can be applied universally across your entire office. That’s where the Global Department Settings page comes in handy, letting you streamline Department configuration and ensure consistent policies and practices.

Let's dive into the details.

Who can use this?

By default, only Office and Company Admins have access to Global Department Settings. Department Admins can access them once permission is granted. 

Refer to our Pricing Page to see if you have access to this feature. If you have any questions about your plan, reach out to your Customer Success Manager or Dialpad Customer Care.

Access Global Department Settings

To access your Global Department Settings, head to your Dialpad Admin Portal, then select Departments.Global Department Settings Page

 

SMS auto reply

Choose to use an auto response that customers will receive when they send an SMS to your department.

To enable SMS auto reply, go to the Global Department Settings.

  1. Select Departments

  2. Navigate to SMS auto replySMS auto reply in global settings
     

    • Select Yes to set a single auto reply to all Departments.

    • Select No to set an individual auto-reply for each Department.

  3. Enter the auto reply message

If you choose No, you need to set up each auto-reply for each Department by going to Business Hours and Call Routing > SMS Auto Reply.SMS Auto reply settings in business hours and call routing
 

Note

Standard messaging rates apply for SMS auto-replies.

Assign Global Department Settings permission

By default, only office and Company Admins can access Global Department Settings, Department Admins need permission to do so.

To assign the Global Department Settings permission set, head to your Dialpad Admin Portal.

  1. Navigate to Office > Select Users

  2. Select Options beside the user

  3. Select Privileges > Give multi department settings access
    Privileges section of the users page
     

Access control for departments

Use Dialpad’s access control settings to determine if agents can view their department’s settings. When this setting is enabled, agents will be prevented from viewing these settings.

To set access control preferences, go to the Global Department Settings.

  1. Navigate to Access Control

  2. Check the box beside Restrict agents from viewing department settingsAllow access control from department settings
     

Bulk holiday updates for departments

Does your company have multiple Departments? Simplify holiday management by applying holiday settings to multiple shared lines at once.

From the Global Department Settings page, you can see all holidays that are applied to your departments.

In the Departments column, select the number to see which departments the holiday is assigned to.

Hover over a holiday to access management options such as edit, copy, and clone.Department holidays settings.

 

Create a multi-department holiday

To create a holiday and apply it to multiple departments, go to your Dialpad Admin Portal.

  1. Select Departments

  2. Navigate to Department Holidays

  3. Select Add HolidayAdd holiday option to create a holiday.
     

  4. Name the holiday

  5. Select the date

  6. Choose how often the holiday repeats

  7. Choose if your Department will be open or closed for this holiday

  8. Determine the holiday hours and routing rules

    • If your Business Hours are Closed, the Closed routing rules will automatically apply.

  9. Select which Departments you want this holiday to apply to

  10. Select Create


 

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.