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Setting up and manage departments

9 views 0 15 September 2021 myobi

The user with the company administration role can set up and manage departments in ‘My Company’. Departments are important Departments are important to be able to distinguish between users, business processes and contracts.

How to add departments?

To add a department a company admin goes to ‘My Company’, then ‘Company Details’ and then ‘Departments’. The company admin select ‘new departments’. A form appears where the user can fill in the information about the department. When this is done, the user select save. The department now is added to ‘My Company’.

How to edit departments?

The company admin can also edit a department. To edit a department the company admin goes to ‘My Company’, ‘Company Details’ and then ‘Departments’. Then, select the department and press ‘edit’. A form appears with the information about the department. Here, the company admin can edit the information. Once the company admin is done, select save.

How to delete departments?

Finally, the company admin can delete a department. To edit a department the company admin goes to ‘My Company’, ‘Company Details’ and then ‘Departments’. Then, select a department and press ‘delete’. A warning appears if the user is sure to delete the department. Select OK to delete the department.

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  • Setting up and manage users
  • Invited to register
  • Register the company yourself
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  • Organise step by step
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