Managing Department Users

Managing department users comprises adding users to a department and removing users from a department.

Note that adding or removing users to/from departments only involves user-department associations. You do not actually create or delete users.

Adding Department User

To add users to a department:
  1. In the navigation bar, select Organization | Departments.
    This displays the department hierarchy tree. Click the plus (+) symbol next to a department to view the departments it contains.
  2. Click the department to which you want to add a user.
  3. Change to the Users tab.
    This displays all users assigned to the current department.
  4. Click New.
    This displays a list of all users in this organization who are not already members of the current department.
  5. Select the intended user and click Next.
    This displays the available department roles.
  6. Select the intended role and click Finish.
    The selected user is added to the current department and assigned the selected role.

Removing Department User

To remove users from a department:
  1. In the navigation bar, select Organization | Departments.
    This displays the department hierarchy tree. Click the plus (+) symbol next to a department to view the departments it contains.
  2. Click the department from which you want to delete a user.
  3. Change to the Users tab.
    This displays all users assigned to the current department.
  4. Select the checkbox of the user to be removed.
  5. Click Delete, and confirm the operation.
    The selected user is removed from the current department.