Create or Edit a Department Quick Start Guide

Last Updated: May 2020

Note: If you'd like detailed step-by-step instructions for creating or editing a Department, see the Create or Edit a Department User Guide.

Create a Department

Step 1 Create a Department

1. Login and click the hamburger icon.
2. Click Departments.
3. Click the Create Department button.

Step 2 Add Department Details

1. Add a Title.
2. Optionally add a Description.
3. Optionally add Account Users as Department Members.
4. Click Create.

Edit a Department

Step 1 Locate the Department

1. Login and click the hamburger icon.
2. Click Departments.
3. Locate the Department by searching or using the page controls.

Step 2 Edit the Department details

1. Click on the Department.
2. Click the Edit button.
3. Edit the Title or Description.
4. Add or remove Department Members.
5. Click the Finish button.