Access Divisions Management
- Click on the System menu in the upper right corner.
- Select "Divisions Management."
- Ensure that you have the necessary permissions to access this menu item.
Create a New Division
- Click the "New Division" button near the upper right corner.
- Enter the name of the new division.
- Click "Save" to create the division.
Edit Division Name
- Move your mouse cursor over the division you want to edit.
- Click on the "Edit" button that appears on the left side.
- Modify the division's name as needed.
- Click "Save" to apply the changes.
Modify Division's Time Zone
- Click on the "Set Time Zone" drop-down box on the left side of the screen.
- Choose the appropriate time zone for the division.
Add or Remove Assets from a Division
- Click on one of the tabs near the top of the screen: "Personal" or "Clients."
- To remove an asset from the division, click on the green check mark icon.
- To add an asset to the division, click the "Add Personal" button at the upper middle of the screen.
- Select the assets you wish to add to the division using the check boxes on the left side.
- Click the "Add" button to add the selected assets to the division.
Note
- Admins and personnel may exist within multiple divisions at once.
- Clients may only be added to a single division at a time.
- Setting the time or location for one client will apply to all client locations within the division.