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Settings : Department - Create New Department

Article Contents: This article contains a step-by-step guide on how to create a new department for the register.

Step-By-Step:

Step 1: Click on the Gear Wheel Icon on the top-right hand corner of the screen.

Step 2:  Click on the “Register Settings” button from the row on the left side of the screen, then click the Department tab.

 

 

Step 3:  You will find a list of pre-defined Departments listed. You can click the arrow to the left of the department name to expand or retract the sub departments.

 

 

Step 4: Enter the Department name in the first drop-down box and the Sub-Department name in the second drop-down box. You can also choose an icon for the Department by clicking on the "Select" button or browsing your computer.

If you want to enable the Department right away, check the "Enable/Disable" box. If you want to disable the Department for now, uncheck the box. Click on the "Save" button to save your changes.

 

Using the pen/paper sign to the right of the gear wheel, you can assign this department to different user roles.

Please refer to this article as a guide to add a department to a user role

 

Step 5: After creating the new Department, you will see a new line in the Departments list. You can also select it from the Department drop-down if you need to create more Sub-Departments.

 

After you are done, you will need to add the Department to your user role under 'User Roles' in settings, follow this guide to add a department to a user role.