System Access Management - Departments

Revision as of 22:10, 11 August 2014 by Philip Lacey (talk | contribs) (Created page with "== Overview == Departments are a structured mechanism for grouping users. A user can only be associated with one department. For a user with multiple groups or teams that ...")
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Revision as of 22:10, 11 August 2014 by Philip Lacey (talk | contribs) (Created page with "== Overview == Departments are a structured mechanism for grouping users. A user can only be associated with one department. For a user with multiple groups or teams that ...")
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Contents

1 Overview

Departments are a structured mechanism for grouping users. A user can only be associated with one department. For a user with multiple groups or teams that they're involved in you use Security Groups, however a user has to be involved in at least one department.


When you being using the system there will be two departments.

  • General
  • All n One


All users can go into General by default.


The All n One deparment is added to allow for easy recognition of All n One support accounts.


2 Adding a Department

Main Menu > System Access Management > System Management > Department - Add

Please note that you should choose your Department names carefully as it possible to have two departments with very similar names which can lead to confusion.


3 Editing a Department

Changing a departments name is very easy.

Main Menu > System Access Management > System Management > Department - Edit > Choose the Department to edit


4 Changing a user's department

This is done by editing the seucrity details of the user.

Main Menu > System Access Management 016.png > User Administration > Edit User - Security Details Only > Search for the User > Primary Contact Details > Department


5 Changing many user's department en mass

There is a group update function available

  1. Main Menu > System Access Management 016.png > System Management > Leave all the fields blank and click "Lookup User" >
  2. From "Please select a value type to update" change it to Department
  3. From the Department list choose the Department to change to
  4. Put a tick in all the users you want to move into this Department
  5. When done click "Save and continue" at the bottom