Adding Departments: for Brightflag Customers (Clients)

Departments are used in Brightflag to control access to matters and to track the departments/functions related to a matter.

 

To add a department:

  1. Navigate to Menu > Admin Settings > Departments.

  2. Click Add Department in the top right corner of your screen.

  3. Enter the department name.

  4. Choose a Department Head if necessary. Department heads can be useful when configuring invoice approval workflows.

  5. Once added, check the box to Enable department. 
To add users to a department, the following guide will take you through this: Adding a User to a Department
 
To edit a department:

To edit a department you've already created:

  1. Navigate to Menu > Admin Settings > Departments
  2. Find the department you want to edit from the list of departments.

  3. You can edit both the "Department Name" and "Department Head" by clicking on the respective item and using the dialog box to edit the entry.



  4. Once you're satisfied with the edit you've made press the tick icon to save your changes.

 

 

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