Department Members

Use this function to add new department members for the organization.

1. In the main window, click the gear icon and select Organizational Details > Departments. The Departments window displays.
2. Click a record in the list for the department to which you want to add a new member.
3. In the Details window, click the Members tab.

New Member(s)

1. Click New User.
2. In the Members dialog box, search for and select the users to add as members to this department.
3. When all selections are made, click Save.

Edit Member

1. In the Departments window, click the department containing the member(s) to edit. The Details tab displays.
2. View, add or modify any of the following information:
Tasks
Comments
Attachments
History
3. When all selections/entries are made, click Save.

Delete Member

1. In the Departments window, click the department containing the member(s) to delete. The Details tab displays.
2. Click the Members tab.
3. Select a member in the list.
4. Click Delete.
  When you delete a member, this action cannot be undone. The member will have to be added again.

 

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