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Add, Edit, or Delete a Department

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Level: Administrator

Your departments are set up in a hierarchy, which your Administrator can manage.

  • Access Directory Settings
  • Add a Department
  • Edit a Department
  • Delete a Department
  • Department Fields

Access Directory Settings

From the Directory screen, click the Settings clipboard_e7fd73d6d1ba35f2e7fb7a68079931ed6.png icon and the Module settings screen displays.

Add a Department

  1. Click the Add department button and the New department dialog displays.

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  1. Complete the fields, and see the table below for the Department Fields.
  2. Click the Create department button.

Edit a Department

  1. Either browse the list or search for the department.
  2. For the department you want to edit, click the Edit clipboard_e256a5cfe18adff4e68e8616c0fb4de6a.png icon and the Edit department display.

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  1. Update the fields, and see the table below for the Department Fields.
  2. Click the Update department button and the custom field is saved.

Delete a Department

  1. Either browse the list or search for the department.
  2. For the custom field you want to delete, click the Delete clipboard_ea2e31435abc50aa419b5e2229e2c4534.png icon. The Confirm delete dialog displays the message "Deleting this department will remove it from wherever it is assigned. Do you want to continue?"
  3. Click the Yes, delete button.

Department Fields

This describes the fields. 

Field Description
Name Enter the name of the department.
Parent From the Parent drop-down, select a parent department.
ID (optional) Enter an ID.
Color
  1. Click the select color to display the Color picker.
  2. Either select a preset color or click the Custom tab and enter either a HEX,  RGB, or HSL code.
  3. Click the Save Changes button.