Prerequisites
Before you begin, make sure:
You have the admin role.
Step-by-Step Instructions
Step 1: Manage Users
Log in and navigate to the admin console.
Go to General Settings > Configurations > Company Settings
Under "General" > check the setting for Restrict departments to assigned departments and save.
Step 2: Manage Users
Go to the user's menu.
Step 3: Edit User Details
Click on the Pen icon (edit) next to the user's name you want to modify.
Step 4: Click on the Department tab
Open the department tab for the user.
Step 5: Assign Department Access
Select the checkbox next to the departments (on the left-hand side) the user should have access.
Step 6: Set Default Department
Toggle the switch to set one department as the user's default department.
FAQs
Can a user have access to multiple departments?
Yes, a user can access multiple departments.
2. How many default departments can a user have?
A user can only have one default department assigned.
3. Can a user have no departments assigned/restricted?
No, a user has to be assigned at least 1 department since it is a mandatory field.