Departments

Departments on Desktop

Each user in CenPoint belongs to a department such as field technician, office, management, sales, shop, etc.

To get to the screen, go to File > Users, and modify a user.

The users department does not influence what the user can access in CenPoint.  Instead a users department influences which drop downs they appear in throughout CenPoint. 

To add or modify your departments go to File > List Management > Departments.

Simply use the add new, modify, and delete buttons to customize your departments.

When you modify a department, you can use the checkboxes to determine which lists users of this department will show up in.

• Sales department: users belonging to a sales department can be added as a sales rep on the Quote.
• Field Technician Department: users belonging to a field technician department can be added as a lead helper on a Field Ticket.
• Supporting Department: users belonging to a supporting department can be added as a helper, but not as a lead on a Field Ticket.
• Shop/Mechanic Department: users belonging to a Job/mechanic department can be added as a mechanic on a shop ticket.
• Office Department: users belong to the Office or Administration Staff.
• The last checkbox is used to limit AI scheduling to certain groups of field technicians. To learn more about AI scheduling, see AI Scheduling

Departments on Portal

Each user in CenPoint belongs to a department such as field technician, office, management, sales, shop, etc.

To get to the screen, go to More > Users, and modify a user.

The users department does not influence what the user can access in CenPoint.  Instead a users department influences which drop downs they appear in throughout CenPoint. 

To add or modify your departments go to More > List Management > Departments.

Simply use the add new, modify, and delete buttons to customize your departments.

When you modify a department, you can use the checkboxes to determine which lists users of this department will show up in.

• Sales department: users belonging to a sales department can be added as a sales rep on the Quote.
• Field Technician Department: users belonging to a field technician department can be added as a lead helper on a Field Ticket.
• Supporting Department: users belonging to a supporting department can be added as a helper, but not as a lead on a Field Ticket.
• Shop/Mechanic Department: users belonging to a Job/mechanic department can be added as a mechanic on a shop ticket.
• Office Department: users belong to the Office or Administration Staff.
• The last checkbox is used to limit AI scheduling to certain groups of field technicians. To learn more about AI scheduling, see AI Scheduling