Departments can be a useful tool for organizing access to settings and functionality for groups of people. Department settings can be used to limit access to Group and Location settings. Access to templates, portals, and data can also be controlled with department configurations because once a user has been assigned to a department, the department-level permissions will be enforced for that user and will limit their access to pages, data, and functionality.
Users with administrative-level access can access and maintain department permissions for a PDCflow account.
Accessing Department Management
You can access Department Management from the primary navigation’s Account tab. Click the Department option in the dropdown menu.
From the Department Management page, you can create and manage your departments.
Adding a New Department
To create a new department, click the Add a New Department button.
In the Add a New Department screen, enter a name for the department. From here, you will be able to assign specific Groups/Locations. You can also make any template, portal, or schedule access adjustments as needed. Click the Save Department button when you have finished.
You can also add a new department by copying an existing department by clicking the Copy button (a stack of papers) on the department list page. Enter a name for the department and make any other access adjustments necessary. Click the Save Department button when you are done.
Editing a Department
To edit an existing department, click the edit icon (pencil) for the department.
In the Edit Department screen make any location and group access assignments adjustments needed. You can also make any template, portal, or schedule access adjustments as needed. Click the Save Department button when you have finished.
Deleting a Department
To delete a department you must first remove all user assignments to that department.
On the Department Management page and click on the Delete button (a trashcan icon) for the department you need to delete. Then confirm the decision by clicking the Remove Department button on the confirmation window.
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