Sub-Company

Requires various permissions to view and edit the respective sub-company settings.

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Definition

Every company can have one or more sub-companies. These are collections of preferences that affect its associated AI assistants, live rep teams, and the corresponding users and people they affect. For specifics on these preferences, jump to:

• Banning

• Tags

• Assignment

• Email Domains

• Email Templates

• Exports

• Livechat

  • Canned Replies

  • Custom Fields

• Tickets

  • Custom Fields

• Customers

  • Profile iframe

  • Custom Fields

• Analytics

  • Winnow iframe

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Configuration

To manage sub-companies, go to the settings panel. Under the "Company" category select Sub-Companies.

Create a Sub-Company

1. In Sub-Company settings select Create Sub-Company.

2. Edit the new sub-company's settings as described below.

3. Select Create.

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Sub-Company Settings

Select the sub-company in the Sub-Company table for its panel options:

• Avatar (optional) — an image to visually identify the sub-company in Yola.

• Sub-company name — the title of the sub-company.

• Description (optional) — a short description to help orient users when viewing the Sub-Company table.

Press Save to commit any edits.

Existing sub-companies have static fields with values that can be copied and utilized with the Developer API:

• Sub-Company ID

• Takeover Secret

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Delete a Sub-Company

• In the Sub-Company table, select one or more sub-company checkboxes.

• Select Delete Sub-Company and confirm.