Account > Departments (Used in Opportunities, Resources, Timesheets, and Expenses modules) Assign users | Approvers | Modify | Delete "Departments" allows you to group your users according to their function in your company, and also to set group access privileges and/or approval procedures. Account > Create a new Department 1. Click on the Account tab. 2. Click on the "Create..." drop-down menu and select "department." 3. Enter an name for the department. 4. Add any additional notes you wish to save. 5. Click on "Save." The department will be saved, and the "Assigned Users" dialog will appear, in which you can assign existing users to the department. Only users who have not yet been assigned to a department will appear in the "Available Items" list. Once you have assigned users to your department, you can click on the "Edit" tab and select one of the users as the department head. Assigning Users to Departments Once you have created a department, you can assign users to it. 1. Click on the Account tab, and then on the "Departments" link. 2. Click on name of the department in the Departments list, and then on the "Assigned Users" link. 3. Select the users that you want to add to the department from the list on the left, and click on the "Add Highlighted Items" button. 4. Click on "Save." Setting Department Approvers Once you have assigned users to the department, you can set proposals, timesheets, and expenses approvers on a department-wide basis. 1. Click on the Account tab, and then on the "Departments" link. 2. Click on name of the department in the Departments list, and then on the "Approvals" link. 3. You can set a universal approver for the department by selecting the appropriate user in the "Set all approvers to:" drop-down list box, and clicking "Apply." (If the user does not appear in the drop-down list, click the magnifying glass to do a search.) 4. You can also quickly select different approvers for each of the users in the department. 5. Click on "Save." Account > Modify an existing Department 1. Click on the Account tab. 2. Click on the "Departments" link. 3. Click on the name of the department you want to change. 4. Make your changes to the department: - Click on "Edit" to change the department name or edit the notes. - Click on "Assigned Users" to add users to or remove users from the department. - Click on "Approvals" to set the approvers for proposals, timesheets, and expenses for each user in the department. You can set a universal approver for the department by selecting the appropriate user in the "Set all approvers to:" drop-down list box, and clicking "Apply." Individual users' approvers can still be changed. 5. Remember to click on the "Save" button in each dialog to which you have made changes. Account > Delete an existing Department 1. Click on the "Account" tab. 2. Click on the "Departments" link. 3. Click on the name of the department you want to delete. 4. Click on the "Edit" link. 4. Click on the "Delete" button to permanently discard the department record. *Note: Users that were assigned to a deleted department will simply be unassigned.