Department Members

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

1. In the main window, click Admin > Organization 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.
4. Click on New User, search and select the member.
5. Click on Unlink to dissociate the member.
6. Click on Export to export the selected member details.

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.
  Not all functions include an option to edit record line items shown in the main window.
1. Navigate to the window containing the record to edit.
2. Click the line containing the record. The applicable window or dialog box displays.
3. Make the necessary modifications.
4. Click Save or Add, as applicable.

When editing an existing item, other options may be available, such as adding Tasks, Comments, and Attachments and viewing History.

  The options change based upon the function; therefore, not every option may be shown.

For Email Preferences and Inbox, refer to Admin > Users.

1. Click the Members tab.
2. Click the checkbox and select the member to dissociate.
3. In the confirmation window, click Unlink.

 

Other Functions and Page Elements

Auto Refresh
Delete
Export
Go To Page
Items Per Page
Personalize Columns
Records per Page
Saved Filters