Admin - Organizations & Departments

Creating Organizations and Departments

To create an Organization or Department, click on Organization and Departments from the dropdown on the right.  The Organization is usually listed as the name of the enterprise (main company). The Departments are then created as “children” of the organization.

Click Add.  At the bottom of the window, type in the name of the organization or department.  Click the drop down to select whether you want this item to be an organization or a department.  If the name is to show as a Department, click “This is a department”.  Then click Insert.

You can arrange the Orgs and Departments on the list by using the drag/drop feature (6 little dots to the left of the name of org/dept).

You can export the list and use normal Excel sort features by clicking on the Excel icon in the upper right corner of the module.  This makes it easy to see the names of the Orgs and Depts that you have created.

Once an Org or Dept has been created, the User can use the search feature in the upper right corner - click on the magnifying glass icon, click on the dept icon (two people) and the list will show up.  The User can then click on the Department name link and open the selected department tab.