Skip to main content

Assign Department Users and Managers

Overview​

Use this page to assign users to a department and set the correct department role for each person. This is helpful when you need to organize users by department and control who can manage department-level work.

Permissions / Access​

Who can perform this action?

  • Department Manager
  • Company Manager

Management Console -> Departments -> Department Users & Managers

Steps​

  1. Navigate to Management Console.
  2. Select the Departments tab.
  3. Select Department Users & Managers.
  4. Select the department you want to update.
  5. Select the role you want to assign.
  6. Select the users you want to add to that department role.
  7. Select the option to save or confirm the assignment.

Result​

  • The selected users are assigned to the department.
  • The selected users are assigned the department role you chose.

Notes / Tips​

  • Confirm that you selected the correct department before assigning users.
  • Use the appropriate role so managers and standard users have the correct access.

Troubleshooting​

  • Issue: A user does not appear in the assignment list.
  • Solution: Confirm the user account exists and that you are viewing the correct department or role.
  • Issue: The assignment does not save.
  • Solution: Re-select the department and role, then try the assignment again.