Building your support team

NABD allows you to create a multi-level support team so you can quickly and efficiently meet your customer's needs.

Your support team can be set up using your unique configuration of:

Specific permission levels can be assigned to individual users, specific roles, user groups, and entire organizations.

To set up your support team:

  1. Create your organizational (administrative) units (accounting, back office, call center, etc.).

  2. If you want your support team organized by specific job functions, add the roles your organization uses (call center agent, technical support, etc.).

  3. Create your user groups (special project teams, etc.).

  4. Add each of your employees to NABD as a user. Make sure you assign each user to specific user groups, roles, and/or organizations.

Once you finish setting up your individual users, your support team is ready.