Adding a Department Group

When adding a department group, you can include departments from a single site, or you can create a multisite group.

Adding a Single-Site Department Group

  1. Click System Settings, click Company Setup, and then click Department Groups.
  2. If multiple sites exist, select the site you want to add a department group to.
  1. Click New, and then click New Group.
  1. Type a group name.
  2. Select the departments to include in the group, and then click Save.

Adding a Multisite Department Group

  1. Click System Settings, click Company Setup, and then click Department Groups.
  2. Click New, and then click New Multi-Site (Global) Group.
  1. Type a group name.
  2. To add departments from a site, under Departments, expand a site by clicking .
  3. Select the departments to include in the group.
  1. Repeat steps 4 and 5 as necessary to add departments from other sites.
  2. Click Save.