Adding a User to a Department: for Brightflag Customers (Clients)

To add a user to a department:

1. Navigate to Menu > Admin Settings > Departments.
   
2. Click on the user icon under the 'Action' column
   
   
3. Input the relevant username in the Add User box and select the relevant user from the drop-down options.
   
   
   
4. Click Add User.
   
5. Once you've added the relevant user/s click save to confirm

Why it's important to assign departments:

• If the user is a Department Overview User, the assigned departments will determine which matters they can access. If a matter is allocated to one of their assigned departments, they will gain access to that matter.
  
  
• A Department Overview User will have access to their assigned department's spend analytics on the Spend Overview Dashboard.
  
  
• It is useful for informational purposes, as you can track the organizational structure of your user base.