Add and Manage Departments

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

Important Note

If a department has users assigned to it and is also in use on agenda content, you cannot delete the department. 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:

   

3. Click the User and Global Settings tile:

   

4. Click the Departments tile:

   

5. Click the New Department button:

   

6. Fill in the Add Department fields:

   

   • 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 Create Department button to save the department and close the Add Department dialog, or click the Create and Add New button to save the department and automatically start work on another department:

   

8. The department has been added:

   

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:

   

3. Click the User and Global Settings tile:

   

4. Click the Departments tile:

   

5. Click the Edit tool (purple pencil icon) next to the department you wish to modify:

   

6. Update the Edit Department fields as necessary:

   

   • 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:

   

8. The department has been edited:

   

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:

   

3. Click the User and Global Settings tile:

   

4. Click the Departments tile:

   

5. Click the Hide toggle switch next to the desired department to hide the department within the system:

   

   Note:

   You can also hide a department using the Edit feature.

6. The department will now be marked as hidden in your Departments list:

   

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:

3. Click the User and Global Settings tile:

   

4. Click the Departments tile:

   

5. Click the Delete tool (red trashcan icon) next to the department you wish to remove:

   

6. Click the Delete Department button on the pop-up that appears to confirm the deletion:

   

7. The department has been 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.