How to Make Department Assignments

If access to specific templates, data, or locations must be limited by user, it may be useful to create and manage Departments. When a user is assigned to a department their access to pages, data, and functionality is limited by that department is configured to allow.

Users not assigned to a department will not have any department-level permissions imposed on them.

Assigning Users to Departments

In the primary navigation, click Account > Users. The User Management page will load a list of users for your PDCflow account. Select the user who will be assigned to a department by clicking the Edit button (a pencil icon) for the user. The Edit User Account page will load. Click the Department dropdown menu and select the appropriate department. Click the Save User Account button when you are done making adjustments.

Deleting a Department

To delete a department there must be no users assigned to the departments. When there are no users assigned to a trash can icon will appear next to the department on the Department Management list page. Click that Delete Department button (trash can icon) to delete it. 

Related Article:

How to Set up Departments

Still Need Help? 

Please reach out to our Customer Success team via email at support @ pdcflow.com if you need any more help.