Edit

Share via

Create and manage organizational units

  • Article

Introduction

Create organizational units to organize and maintain a company's business by geography, function, or other areas. You can create multiple organizational units in Service Scheduling to categorize your business by various areas.

Create a new organizational unit

Make sure that you have the required security role or equivalent permissions. Learn more in Manage security roles in service scheduling.

You can create a new organizational unit in the Customer Service admin center or Customer Service Hub app.

  1. Go to one of the apps, and perform the following steps.

    1. In the site map, select Service Scheduling in Operations. The Service Scheduling page appears.

    2. In the Organizational units section, select Manage.

      The Active Organizational Units view is displayed. You can switch between various system views using the dropdown list.

  2. On the command bar, select New to create a new organizational unit.

  3. In the General section, type a Name for the organizational unit.

  4. In the Scheduling section, provide Latitude and Longitude for the organizational unit.

  5. Select Save. The new record is saved and activated by default.

Active organizational units can be edited, assigned, shared, or viewed from the Active Organizational Units system view.

create organizational unit.

Service Scheduling overview