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

Assigning a user to a department is important for several reasons:

  • If the user is a Department Overview User, the departments assigned to their user will define which matters they see. If a matter is allocated to one of their departments, then they will see that matter's information.

  • A Department Overview User will have access to their 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.

To add a user to a department:

  1. Navigate to Menu > Admin Settings > Departments.

  2. Click on the icon under the Action column

  3. Input the relevant username in the Add User box.

  4. Select the user from the options.

  5. Click Add User.

 

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