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).
Primary Organisation Tab
Scrolling down the page displays the Departments, and the Roles for the Primary Organisation.
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. Click on the Department Name (this puts the page into Edit mode)
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 a Department
1. Select the ‘View’ button against the required Department
2. Click on the ‘Add’ button.
3. Add in the name of the newly created role (a required field), you can choose the role assignment (default is assigned manually to users) and the rights granted (default is ‘the Org Unit this ROLE belongs to’) alongside a description (not required).
4. Once completed click on the ‘Save’ button.
To change the name of a role you can click on the Name field of the Role, make the required changes then click on the ‘Save’ button. To delete a role, click on the ‘Delete’ button.