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.

3. Click Departments.

Adding a Department

1. Click +Add.

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

Editing a Department

1. Click the pencil-and-paper icon next to the department.

2. Type a department name. *Required
3. Type a hexadecimal color code for the department.
4. Type a numeric rank for the department. The departments will be listed by ascending rank, with lower numbers first.
5. Type an abbreviation for the department.
6. 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.

2. 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).

3. Click the resource item to which you would like to assign a department.

4. Click Edit to the right of Library Info.

5. Select the department from the drop-down.
6. Click Save.