Situation

You are trying to Create and manage Departments in the Dropsuite platform.


Prerequisites

Below are the requirements to be able to manage Departments. 

  • You will need one of the following access levels
    • Full Admin
    • IT Admin

TABLE OF CONTENTS

Creating a Department

This section will explain how and where to create a Department.

  1. Select your user in the the top right corner of the dashboard, and then "User Management".

     
  2. If not already on the "Assign Departments" tab, select this option.

  3. Next, select "Department Management" on the right hand side of the screen.

  4. On this page you will need to input the name of the department you wish to add, and then "Save changes". If you would like to create more than one department, you will just need to select "Add More" option.


Adding a Department Admin

This section will describe how to make a user the admin of a previously created group.

  1. Select your user in the the top right corner of the dashboard, and then "User Management".


  2. You will then select "Grant Permission".
  3. On this page, locate the user you wish to be the department admin and select the "Group Supervisor" role.

  4. You can then select the department you wish them to be the admin of.

Assigning Users to Departments

This section will explain how to add users to departments.

  1. Select your user in the the top right corner of the dashboard, and then "User Management".


  2. If not already on the "Assign Departments" tab, select this option.


  3. Find the user you wish to add to a department and select the "Assign department(s) box. A dropdown will appear with any departments you have previously created and you will be able to select the departments you want that user to be a part of.

  4. You can also select the grey dropdown "All Departments" to filter by users in that selected department.


    1. In this example, we selected the department "EXAMPLE DEPARTMENT" and we get the list of users who have been assigned to that department.


Important Mentions

These are things to take note of when creating or assigning users to a department.

  • When making someone a group admin, it is also important to view the permissions that will have for the group members. The information on the permissions can be found here.