How to create a new department

Steps to Create New Department:

1. 1 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.

   

2. 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.

   

3. 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.

   

4. 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.

   

5. 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.

   

6. After adding members and document types, click Create to finalize and create the new department.

   

7. A notification will appear, confirming that the department was successfully created.