📌 How to Add a User to a Department
Step | Action |
1️⃣ Navigate to Departments | Go to Menu > Admin Settings > Departments. |
2️⃣ Select a Department | Locate the relevant department from the list. |
3️⃣ Add a User | Click the user icon under the Action column. |
4️⃣ Enter the User's Name | In the Add User box, type the username and select the correct user from the dropdown. |
5️⃣ Save Changes | Click "Add User" and then Save to confirm the assignment. |
📌 Tip: You can also assign departments via the Edit User page by navigating to Menu > Admin Settings > User Management, selecting the user, and adding departments from the Departments section.
🔹 Why Assigning Departments is Important
✔ Controls Matter & Invoice Access – If a user is a Department Overview User, they will only see matters allocated to their assigned departments.
✔ Enables Spend Analytics Access – A Department Overview User will see spend data for their assigned departments in the Spend Overview Dashboard.
✔ Tracks Organizational Structure – Helps in managing user roles and permissions effectively.
📌 For security reasons, user access should be managed directly by your company’s Admin team. Brightflag Support cannot update user permissions on your behalf.