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 that they are assigned to 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 userbase.

To add a user to a department:

  1. Navigate to Menu > Admin Settings > Departments.

  2. Click on the blue icon beside the relevant department.

  3. Begin entering the relevant username in the Add User box.

  4. Select the user from the options.

  5. Click Add User.


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