How to create a new department
Steps to Create New Department:
- In User Management, click the Department icon in the left pane. This will
open the Department screen. Click on the Add button at the top of the screen.
- In the Create New Department window, enter the Department Name in the mandatory
field. To add members to this new department, click on the Add button in the
Members section.
- The Add Users and Groups modal will display. Use the search bar to locate users and
click the + icon next to the user to select them. The selected user(s) will appear in the
Selected Members section on the right. After confirming the selection, click Add.
- To assign document types, switch to the Document Types tab within the Create New
Department window. Click on the Add button to open the Browse Document Types modal.
- In the Browse Document Types modal, use the search bar to locate the required
document type. Select it by clicking the checkbox next to the document type, then click
Select.
- After adding members and document types, click
Create to finalize and create the new department.
- A notification will appear, confirming that the department was successfully created.