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Departments

On the Departments screen, you can associate Users with Departments.  On other screens, you can quickly add all Users in a Department to a list, making updating permissions much faster, especially for large Departments.

Adding a New Department

1) Start by navigating to the Departments screen from the Navigation Panel

2) Click the New Department button and enter a name for the department.

3) If you are creating a Department under another Department, effectively creating a Department Hierarchy) select one from the drop-down under Department Parent Name.

4) When you are finished, click Save New Department. After you click save you will see a message stating Changes Saved.

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Department Hierarchy

As stated above you can have Departments within Departments.

1) Start by navigating to the Departments screen via the Navigation Panel. 

2) Create a new department, following the steps above, then click the drop-down menu labeled Department Parent Name, and select a Department to place the department under.

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3) When you are finished save the Department by clicking on the Save New Department button, afterwards you will see a message stating Changes Saved.

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Deleting a Department

1) Navigate to the Departments screen via the Navigation Panel.

2) Find the Department you want to delete and click the red in the Delete column. A confirmation pop-up will appear confirming your selection. If you wish to delete, click OK. You will see a message stating Changes Saved, if this is not the entry to wish to delete click Cancel.

Note: To remove a Department, you will also need to delete any users assigned to the department or reassign the Users department to another department.

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3) If you see an error such as the one below when attempting to remove a Department this means that there is still a User that is associated with a Department. To remove a Department, you will also need to delete any users assigned to the department or reassign the Users department to another department.

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