How Do I Assign a Department to a Company?
You can assign an existing department when creating a new company.
You also have the option to assign departments to an existing company using the Companies module and the Departments module.
To Assign an Existing Department to a New Company:
- On the left menu, click Companies.
- Click New Company.
- Enter the Name, Abbreviation, Contact Name, Contact Email, Address and Phone into the text boxes.
- Select Departments.
- Select Location(s), Country(s) and Region(s) from the dropdown options.
- Click Save & Submit.
- A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields.
- A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work.
This is required before you can add a department:
- Set up Departments.
- If you are missing the Department you would like to add you can create it using the link below the 'Departments' field in the company setup screen: 'You can add more departments from here'.
- Be cautious that when you click this button, you will be taken to the 'Departments' module and the details you have entered will be lost.
To assign departments to existing companies in the ‘Companies’ module:
- On the left column, go to Companies.
- Click on the company you want to assign the department to.
- Under the Departments heading, select the department(s) you want to add from the dropdown options.
- Click Save Changes.
To Assign Existing Companies to a Department in the Departments Module:
- On the left column, go to Departments.
- Click on the department you want to assign companies to.
- Scroll down to the Companies section.
- Click Allocate/Deallocate Companies.
- Two sections will show Select to Add and Select to Remove with a list of companies, tick the box(es) you wish to add/remove.
- You also have the option to select all, click on the blue tick at the top of the page.
- To deselect all, click on the red X at the top of the page.
- Click the arrow button.
- Click Close.
- The companies you have selected will now be added to the department.