Organisation or Departments
It is best practise to create the internal departments and roles within your organisation prior to adding in and individual users.
To do this you navigate to the Primary Organisation (if a multi org site) or the department button (if a single org site).
If a using a multi org site, firstly, you need to select which organisation this relates to by selecting the relevant organisation area.
Once selected you land on the organisations departments page. If your site is a single org, you are directed straight to this area.
Adding Departments
You can add departments using the ‘add’ button.
1. Click on the ‘Add’ button
2. Enter a name for the Department
3. Click on the ‘Save’ button
Editing Departments
You can edit or adjust any departments.
1. Click on the ‘View’ button next to the department name.
2. Within this department click ‘Edit’ button
3. Amend / change the name
4. Click on the ‘Save’ button
Selecting the ‘Delete’ button on this page will delete that entire department.
Adding Roles to Departments
1. Select the ‘View’ button against the required Department
2. Click on the ‘Add’ button.
The name of the role needs to be entered alongside the role assignment (default is assigned manually to users) and the rights granted (default is ‘the Org Unit this ROLE belongs to’)
3. Once completed click on the ‘Save’ button.
To change the name of a role you can select the ‘Edit’ button, make then changes then click on the ‘Save’ button. To delete a role, click on the ‘X Delete’ button.