3.3 Assigning Users to Departments from the View Departments screen

The method on how to assign users to a newly created department.

There are two methods to assigning a user to a Department. The method below allows for updating multiple users at one. The other method is by updating a user’s individual profile, one at a time.

3.3.1 Manage User Department Assignment by Department

1. At the far left of the home screen, click the Company tab to display the company navigation tree.
2. In the Company Tree, click the company that contains the department(s) to which the restrictions will apply.
3. In the menu bar, click the Administration drop-down.
4. Click the Company option in the drop-down. The Administration> Company ribbon bar will open.

5. In the Department box on the ribbon bar, click View Departments. All departments in the company will be listed.

6. Check the department to which you will manage user assignments.
7. Click the Assign Users option in the Department box on the ribbon bar. The Assign Users window will open.

8. Use Add/Remove to add or remove users from this Departments.

9. Click Save.