Understanding how to set up departments
This article will support you in setting up your departments. invite a department administrator and manage their subscription allocation.
To add a department
A - Click Add New Department
B - A new row will appear to edit
C - Department name
D - The lead contact including email address - The lead will receive an email to invite them into the software once this record is created
E - Number of licences e.g. users you wish to allocate
F - Number of assessment/plan areas you would like them to have. For example; if you have a department who needs two assessments, you will need to allocate 2 areas
G - Once the record is complete don't forget to save
H - Click here to mandate templates to a department (this is an additional feature)
Updated on: 27/02/2023
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