7.1

Table Of Contents

2.2.7 Assign users to a department

To assign a user account to a department:

1. Click Companies in the Menu bar. The Companies overview page is shown.

2. Select a company from the overview by clicking its name.

3. Click Departments in the side menu and select a department from the overview.

4. Click Users in the side menu. An overview shows the user accounts in that department:

With the assign button users can be assigned to a department

5. Click Assign. The following dialog appears:

Users can be assigned to a department

6. Select a user from the Unassigned list and click Assign or double click a name to assign.

The Unassigned Users are those users that are not part of the department. The users shown in the list

depend on the role of the currently logged on user. A role defines which roles the user can assign when

creating new accounts. The list shows those users of which the role can be assigned by the current user.

7. Click Save to store the changes. The assigned user(s) will be visible from the Users overview of the

department.

User accounts can be added directly to a department. To create a new account at department level:

1. Click Companies in the Menu bar. The Companies overview page is shown.

2. Select a company from the overview by clicking its name.

3. Click Departments in the side menu and select a department from the overview.

4. Click Users in the side menu. An overview is shown with the user accounts of the department.

5. Click Add and fill in the required user info (see Add users and Modify user info). Users who are added

directly to a department can be (re)assigned to other departments later.

How to - Company Tasks