How to create department:

  • Log in as an administrator or user with Administrator privileges.
  • Click on Administration in the side menu.
  • Click on Departments found in the side menu.
  • Click the Add button at the bottom of the current page.
  • Type in a name for the department
  • Specify if this is a department or a sub department, by selecting a Parent department.
  • Click Save.

How to assign departments to users:

  • Click on Administration.
  • Click on Users in the side menu.
  • Highlight the user whom you would want to assign the department to.
  • Click the Edit button at the bottom of the current page or double click on the users name.
  • Under the Access Tab –> Departments –> click the drop-down next to the Primary Department / Additional Departments and choose the new department.
  • Click Save button at the bottom of the current page.