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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 PREFERENCES.
  2. Click Company Setup, and then click Department Groups.
  3. If multiple sites exist, click the currently selected site name, and then click the site to which you want to add a department group.
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  1. Click New, and then click New Group.
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  1. Type a group name.
  2. Select the departments to include in the group, and then click Save.
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Adding a Multisite Department Group

  1. Click PREFERENCES.
  2. Click Company Setup, and then click Department Groups.
  3. Click New, and then click New Multi-Site (Global) Group.
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  1. Type a group name.
  2. To add departments from a site, in the Add Department Group window, click before the site name.
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  1. Select the departments to include in the group.
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  1. Repeat steps 5 and 6 as necessary to add departments from other sites.
  2. Click Save.
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