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Departments

In this article
  • Departments
  • Department Profile

Adding new departments is available to users who have the Users and Departments privilege with R, W, and C access operations. The user must also have access to at least one department (configured in the user profile). You can add a department only to departments to which you have access. To add a department to the root department, you need access to all departments.

You can add a new department in system settings. To do this:

  1. Go to the Settings tab.
  2. Select Users.
  3. On the opened page with the list of users and departments, click the + Add button.
  4. Select Department. Department
  5. In the window that appears, enter:
    • Department name
    • Parent department: if a specific department is not specified, the new department will be saved in the currently open department. If the current department is unavailable, the new department will be added to the first available department in the hierarchy
    Department1
  6. To add the new department, click Add.
  7. To cancel adding the department, click Cancel.

The system will notify you that the department has been created. After creating a new department, you can go to its profile for editing.

Department Profile

You can also access the department profile through the context menu located next to the desired department. In the menu that opens, select Edit.

Edit department

  1. In the department profile, you can change:
    • Department name
    • Department location
    Department profile
  2. To apply changes, click the Save button. Department profile_1

Two additional actions are also available in the context menu: Move and Delete.

To move a department, click the Move button. In the list that opens, select the department to move to. To move the selected department to the root department, click No department in the lower right corner of the side panel.

Moving

To save changes, click Apply. To cancel the action, click the Cancel button.

To delete a department, click the Delete button and confirm deletion.

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