Managing Departments

Video Tutorial


Managing Departments

This article will walk you through:

  1. Navigating to the Departments Page
  2. Adding a Department
  3. Editing a Department
  4. Deleting a Department
  5. Assigning a Department to a Resource

Navigating to the Departments Page

  1. Hover over your name in the upper-right corner of the browser window.
  2. Click Company Settings.
  1. Click Departments.

Adding a Department

  1. Click +Add.
  1. Type a department name. *Required
  2. Type a hexadecimal color code for the department.
  3. Type a numeric rank for the department. The departments will be listed by ascending rank, with lower numbers first.
  4. Type an abbreviation for the department.
  5. Click Save.

Editing a Department

  1. Click the pencil-and-paper icon next to the department.
  1. Type a department name. *Required
  2. Type a hexadecimal color code for the department.
  3. Type a numeric rank for the department. The departments will be listed by ascending rank, with lower numbers first.
  4. Type an abbreviation for the department.
  5. Click Save.

Deleting a Department

  1. Click the circled X to the right of the department.
    Note: departments that are in use cannot be deleted and will not have a circled X.
  1. Click OK to confirm that the department should be deleted.

Assigning a Department to a Resource

  1. Hover over Resources.
  2. Click Resource Library (new).
  1. Click the resource item to which you would like to assign a department.
  1. Click Edit to the right of Library Info.
  1. Select the department from the drop-down.
  2. Click Save.
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