Department Members

Use this function to add new department members for the organization.

1. In the main window, click Admin > Organization Details > Departments. The Departments window displays.
2. Click a record in the list for the department to which you want to add a new member.
3. In the Details window, click the Members tab.

1. Click New User.
2. In the Members dialog box, search for and select the users to add as members to this department.
3. When all selections are made, click Save.
  Not all functions include an option to edit record line items shown in the main window.
1. Navigate to the window containing the record to edit.
2. Click the line containing the record. The applicable window or dialog box displays.
3. Make the necessary modifications.
4. Click Save or Add, as applicable.

When editing an existing item, other options may be available, such as adding Tasks, Comments, and Attachments and viewing History.

  The options change based upon the function; therefore, not every option may be shown.

For Email Preferences and Inbox, refer to Admin > Users.

  Deleting is a permanent action and cannot be undone. Deleting may affect other functionality and information in the application such as data in configured reports, fields in windows, selectable options, etc. Therefore, be sure to understand the potential effects before making a deletion.
1. In the Department window, highlight the department record containing the member(s) to delete. The Details tab displays.
2. Click the Members tab.
3. Do either of the following:
a. Click the checkbox for the record of the member to delete.
b. From the Select Actions drop-down list, choose Delete.
- OR -
a. Click on a member record.
b. In the Access Management window, click Delete.

 

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