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Updates to screenshots is paused due to frequent system updates. As a result, the images presented may appear outdated. If a visual alteration affects a process, we will revise the graphics. Thank you for your understanding during this period of flux.

Add & Manage Departments

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This article will show you how to add, edit, and delete a department.

 

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Important Note

If a department has users assigned to it and is also in use on agenda content, you cannot delete it. We recommend that you hide the department instead.

 

Add a Department

 

  1. Sign in to your solution if you have not already
  2. Navigate to the User Menu, then select the Settings option
    The User menu with the Settings option highlighted.
  3. Click the User and Global Setting tile
    The User and Global Settings tile with a three-person icon on the Site Settings page.
  4. Click the Departments tile
    The Departments tile with a person and chart icon on the Global Settings page.
  5. Click the New Department button
    The white, rectangular New Department button in the upper-right corner of the Teams section.
  6. Fill in the Add Department fields
    The Add Department modal.
    • Department Name (required): Provide a name for the department
    • Notes: Enter any additional comments or information about the department, if desired
    • Approver # (Number) 1 through 6: Use the Select Approver dropdown lists to select up to six department approvers, if desired
    • Default Approval Template: Choose a default approval template for this department, if desired
    • Hide From Department List: Check this checkbox to hide the department name from Department lists within the system, if desired
  7. Click the Add New Department button
    The green, rectangular Add New Department button in the lower-right corner of the Add Department modal.
  8. The department has been added
    The Departments list with the new example department added.

 

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Edit a Department

 

  1. Sign in to your solution if you have not already
  2. Navigate to the User Menu, then select the Settings option
    The User menu with the Settings option highlighted.
  3. Click the User and Global Settings tile
    The User and Global Settings tile with a three-person icon on the Site Settings page.
  4. Click the Departments tile
    The Departments tile with a person and chart icon on the Global Settings page.
  5. Click the Edit tool (purple pencil icon) next to the department you wish to modify
    The Edit button to the right of an example department name.
  6. Update the Edit Department fields as necessary
    The Edit Department modal.
    • Department Name (required): Edit the name for the department, if desired
    • Notes: Enter or edit any additional comments or information about the department, if desired
    • Approver # (Number) 1 through 6: Use the Select Approver dropdown lists to select up to six department approvers, if desired
    • Default Approval Template: Edit or select the default approval template for this department, if desired
    • Hide From Department List: Check this checkbox to hide the department name from Department lists within the system, if desired
  7. Click the Save Changes button
    The green, rectangular Save Changes button in the lower-right corner of the Edit Department modal.
  8. The department has been edited
    The example department in the Departments list.

 

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Hide a Department

 

  1. Sign in to your solution if you have not already
  2. Navigate to the User Menu, then select the Settings option
    The User menu with the Settings option highlighted.
  3. Click the User and Global Settings tile
    The User and Global Settings tile with a three-person icon on the Site Settings page.
  4. Click the Departments tile
    The Departments tile with a person and chart icon on the Global Settings page.
  5. Click the Hide toggle switch next to the desired department to hide the department within the system
    A gray and white, rectangular toggle in the Hide column for an example department.
    Note: You can also hide a department using the Edit feature.
  6. The department will now be marked as hidden in your Departments list
    An example hidden department in the Departments list.

 

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Delete a Department

 

  1. Sign in to your solution if you have not already
  2. Navigate to the User Menu, then select the Settings option
    The User menu with the Settings option highlighted.
  3. Click the User and Global Settings tile
    The User and Global Settings tile with a three-person icon on the Site Settings page.
  4. Click the Departments tile
    The Departments tile with a person and chart icon on the Global Settings page.
  5. Click the Delete tool (red trashcan icon) next to the department you wish to remove
    The Delete button to the right of an example department.
  6. Click the Delete Department button on the popup that appears to confirm the deletion
    The red, rectangular Delete Department button on the Delete Department confirmation popup.
  7. The department has been deleted
    The updated Departments list with the example department deleted.
    Note: If you are attempting to delete a department that has users assigned to it and is being used on agenda content, you will be prevented from deleting it. The system will display a message that says, "Attention! You are unable to complete this action because this department has users assigned to it, and it is also in use on agenda content." In this situation, we recommend that you hide the department instead.
    The 'Attention! You are unable to complete this action' message which appears above the Departments List if a department cannot be deleted.

 

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