Organization

The Organization section lets you manage your team and access control — create user accounts, define roles with specific permissions, and organize your team into departments and teams.

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Screenshot: Organization section in the sidebar showing Users, Roles & Permissions, Scopes, Teams, and Departments sub-menus

organization-overview.png

1. Open the sidebar and expand the Organization section
2. Capture the five sub-menus: Users, Roles & Permissions, Scopes, Teams, and Departments
Save to: static/img/screenshots/organization/overview/organization-overview.png

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What's inside

Module	What it does	Use it when...
Users	Create and manage user accounts for your team	You need to add new team members, assign roles, or deactivate users
Roles & Permissions	Define roles and control what each role can access	You want to control who can send messages, manage contacts, view reports, etc.
Scopes	View and configure the system's permission definitions	You need to understand what permissions are available (advanced)
Teams	Group users into teams	You want to organize your staff into functional teams (e.g., Sales, Support)
Departments	Group users into departments	You want to organize your staff by department (e.g., Marketing, Operations)

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How they work together

┌─────────────┐       assigned to       ┌──────────────┐
│   Users     │ ──────────────────────→ │    Roles     │
│             │                          │  (with       │
│  - Name     │                          │  Permissions)│
│  - Email    │                          └──────────────┘
│  - Password │
└──────┬──────┘
       │
       │  belongs to
       ▼
┌──────────────┐    ┌──────────────────┐
│    Teams     │    │   Departments    │
│  (Sales,     │    │  (Marketing,     │
│   Support)   │    │   Operations)    │
└──────────────┘    └──────────────────┘

1. Create Teams and Departments first — these are the organizational groups your users belong to
2. Create Roles — define what permissions each role has (what they can see and do)
3. Create Users — add team members and assign them a role, team, and department

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User roles

EzPulze has three built-in role types:

Role	Description	Can be modified
Super-Admin	Full access to everything. Cannot be edited or deleted by other users.	No
Admin	Configurable access. Typically has full access minus system-level settings.	Yes
Agent	Configurable access. Typically limited to chat, contacts, and assigned leads. Certain system-level permissions are automatically excluded.	Yes

You can create additional custom roles with any combination of permissions using Roles & Permissions.

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Getting started

1. Go to Teams and create your teams (e.g., "Sales Team", "Support Team")
2. Go to Departments and create your departments (e.g., "Marketing", "Operations")
3. Go to Roles & Permissions and create roles for your team members
4. Go to Users and add your team members, assigning each one a role, team, and department