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.


Was this article helpful?
0 out of 1 found this helpful



Article is closed for comments.

Have more questions?
Submit a request
Share it, if you like it.