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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

Admin Dashboard -> Departments -> Department Users & Managers

Assign Department Users and Managers Steps​

  1. Navigate to Admin Dashboard.
  2. Select the Departments Tab.
  3. Select Department Users & Managers.
  4. Select the department you want to update.
  1. Select the role you want to assign.
  1. Select the user(s) you want and Add the users to that department role.

Remove Department Users and Managers Steps​

  1. Navigate to Admin Dashboard.
  2. Select the Departments Tab.
  3. Select Department Users & Managers.
  4. Select the department you want to update.
  5. Sleect the role.
  6. Select the user(s) in the Department Manager list and remove them from that position.

Video​

*Note: This video reflects a previous version of the platform. Access Admin Dashboard from the left navigation menu. The remaining steps are unchanged.

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​

Common issue: A user does not appear in the assignment list.

Solution: Confirm the user account exists, that the user is in the correct company, and that you are viewing the correct department or role.

Common issue: The assignment does not save.

Solution: Re-select the department and role, check for validation errors, and try the assignment again. If the problem persists, check for network or permission issues.