Departments allow Admins to separate forms, submission data, and users inside a single GoCanvas account.

Departments

Departments help larger organizations manage forms and users by organizing access by team. Each team can create and manage its own forms without other teams being able to edit them or view their submissions.

For example, you can create separate Departments for sales, service, and quality teams. This structure gives users a focused view of the GoCanvas web  portal and limits access to only the forms and submissions relevant to their work.

What is separated by Department?

The following features, including but not limited to, are all managed within a Department by its members with permissions or the Account Admin:

Account View

Each Department can determine which Account View of GoCanvas serves them best: Core (Work Hub) or Project View. In order to access this functionality, please submit a ticket to GoCanvas Support. To learn more, see, "Choose the right Account View for each new Department."

Forms

Each Department can have its own forms, accessible only to its members. To make a form available to multiple teams, use Department Share.

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 their users.

Users

Each user in your account can be in more than one Department, with different roles in each one. 

To learn more, see, "How to use Departments."