- Create a department by clicking Company Management tab, then the Add New Department icon in the Navigation Pane Activity Bar on the right side of the left column underneath the company name.
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Creating a New Department
- Create a name for your new department in the Department name field.
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Enter a Department Name
- Assign your department a role from the predefined list or create a new role. The role is a set of pre-defined permissions. Later you can add, delete and edit permissions on a user-by-user basis if necessary.
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Assign a Role (Set of Permissions)
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