Add & Manage Departments

Prev Next

This article will show you how to add and manage departments in the Staff Directory module.

Who can use this feature?

System Administrator | Owner

Add a Department

  1. Sign in to your site

  2. On the Modules menu, select Content and then Staff Directory:A navigation menu showing various modules, including a highlighted Staff Directory option.

  3. Move your cursor over the department where you want to place the new category. Hover over Add, then select Add Category Above or Add Category Below: The staff directory interface showing options to add items and categories for organization.

  4. Complete the information fields: Form fields for adding a category with address and contact information sections in the Staff Directory.

    Note:

    This contact information is for the department, not an individual.

    • Category Name: The name of your department or committee

    • Physical Address: Add address information

    • Map & Directions: Choose if you would like to display a map and/or directions

    • Mailing Address: Add mailing address information

    • Phone: Department phone number and extension

    • Emergency Phone: Department emergency phone number

    • Fax: Department fax number

    • Submits a Form: Choose whether or not you would like the department to receive contact forms

    • Email: Department email address

    • Show Email as: What you would like the email address to read; typically, you would have it as the name of the department

    • Link: Allows you to add a link to the department page

    • Link Text: Allows you to hide the link address as something readable

    • Brief Description: Allows you to add a brief description of the department

    • Hidden: Allows you to choose if you would like this to be hidden

    • Show Archive: Allows you to show archived departments

    • Template: Allows you to choose if you would like to have a template attached to this department

    • Permissions: Set permissions for the department

      • View: May view the live side only

      • Author: Submit new items and modify/delete unpublished items

      • Publisher: Publish new items, modify unpublished items, modify published items, and accept/reject submitted items

      • Owner: Publish new items, modify/delete unpublished items, modify/delete published items, accept/reject submitted items, create/modify categories, and assign category permissions

  5. Click Save or Save and Publish Buttons for saving and publishing content on a web interface are highlighted.

    • Save: Allows you to save the changes made without publishing to the live site

    • Save and Publish: Allows you to save and publish to the live site


Modify a Department or Category

  1. Sign in to your site

  2. On the Modules menu, select Content and then Staff Directory:A navigation menu showing various modules, including a highlighted Staff Directory option.

  3. Hover over the category and select Rename/Properties:A staff directory showing Building and Safety with options to view and rename properties.

  4. Modify the category's information fields: Form fields for economic development, including address, contact information, and permissions.

    • Category Name: The name you would like displayed

    • Physical Address (Address 1 & 2, City, Province/State, Zip code): The physical address you would like displayed

    • Map & Directions: Choose if you would like to display a map and/or directions

    • Mailing Address (Address 1 & 2, City, Province/State, Zip code): The mailing address you would like displayed

    • Phone: The phone number for the department

    • Emergency Phone: The emergency phone number for the department

    • Fax: The fax number for the department

    • Submits a Form: Choose whether or not you would like the department to receive forms

    • Email: The contact email for the department

    • Show Email as: What you would like the email address to read; typically, you would have it as the name of the department

    • Link: Allows you to add a link to the department page

    • Link Text: Allows you to hide the link address as something readable

    • Brief Description: Allows you to add a brief description of the department

    • Hidden: Allows you to choose if you would like this to be hidden

    • Show Archive: Allows you to show archived departments

    • Template: Controls the design that will appear for items associated with this category

      Note: If one is not selected, the default site design will be used.

    • Permissions: Set permissions for the department

      • View: May view the live side only

      • Author: Submit new items and modify/delete unpublished items

      • Publisher: Publish new items, modify/delete unpublished items, modify published items, and accept/reject submitted items

      • Owner: Publish new items, modify/delete unpublished items, modify/delete published items, accept/reject submitted items, create/modify categories, and assign category permissions

  5. Click Save:A user interface showing permissions settings with a highlighted save button.


Delete a Department

Important Note:

You must unpublish and delete all employees in a department before you can delete the department.

  1. Sign in to your site

  2. On the Modules menu, select Content and then Staff Directory:A navigation menu showing various modules, including a highlighted Staff Directory option.

  3. Hover over the department you want to remove and select Unpublish: A menu showing options for Planning and Zoning, including the Unpublish action.

  4. Hover over the department again and select Delete: Staff directory with options to manage Planning and Zoning, including a delete option highlighted.

  5. Select OK from the pop-up asking, Do you want to delete this department?: A confirmation dialog asking to delete Planning and Zoning with OK and Cancel options. The OK option is highlighted.