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)






Important note -You will need to click the enable button on your user page, if the Department Owner user has not already been added. Please do not enable Client Owner permission unless you want to Department Owner to see all Users in your database

Updated on: 27/02/2023