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What happens to my company’s Doorbell items (tasks, contacts, etc) when I decide to add Units to my organizational structure?

April 26, 2017COMPANY contacts decide doorbell happens items Organizational tasks units

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What happens to my company’s Doorbell items (tasks, contacts, etc) when I decide to add Units to my organizational structure?

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Before you add Units, the default Permission setting on all items is to your entire company (that is, everyone can see what is added). Once Units are added, the default Permission setting switches to Permission by Unit. So, when a new contact or task is created, Doorbell will ask which Unit the item belongs to. Once allocated to a Unit, only members of a Unit will be able to see those items.