This article provides introductory information on Departments, an advanced team management tool.
Departments allow you to separate forms, submission data, and users inside a single GoCanvas account.
Departments
Departments are especially helpful for larger organizations that need to manage lots of forms and users.
Departments allows organizations to give their teams the freedom to create the forms they need without other teams being able to edit them or view their submissions. Instead of everyone having access to everything, each team can have a streamlined view when logging into the GoCanvas portal.
For example, if you have sales, service, and quality teams at your company, you can create a Department for each inside GoCanvas. Departments allow you to structure your account just like your organization so everyone only has access to what they should have access to.
- Forms
Each Department can have their own forms that only those members have access to. However, a form created by one Department can also be shared with another, while still being solely managed by the original Department.
- Groups
Each Department can have their own Groups to organize their users and assigned forms.
- Reference Data
Each Department can manage their own Reference Data for the forms that they build and manage.
- Reference Images
Each Department can manage their own Reference Images for the forms that they build and manage.
- Submission Data
Each Department can only access submission data from the forms within their own Department.
- Users
Each user in your account can be in more than one Department, with different roles in each one.
- View
Each Department can determine which View of GoCanvas serves them best: Core (AKA Legacy or classic) or Project View. In order to access this functionality, please submit a ticket to GoCanvas Support. To learn more, visit the Help Center article, "Determine the Account View when Creating a New Department."
Learn more about implementing Departments in the Help Center article, "How to Use Departments."
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