Managing Users and Groups with Departments Enabled

New Users to Open Seats

1. If you are not currently in the correct department, expand the Department drop down at the top of the Left Navigation and select the department this new user will be a part of.
2. Expand the Department drop down and select Users.
3. In the upper right corner, select Add Users.
4. Complete the New User Info form and select Add in the lower right corner to confirm.

Existing Users to Existing Departments

1. Expand the Departments drop down at the top of the Left Navigation and select All.
2. Expand the Account drop down and select Users.
3. Select the name of the user that needs to be in a new or additional department.
4. In the Actions section, select Edit Departments.
5. Check the box by the department the user will be added to, uncheck any departments they no longer need access to, and select the proper Department Role from the Role drop downs.
6. Save.

Edit Department Role

Either follow the instructions above for Adding Existing Users to Existing Departments, or:

1. Expand the Departments drop down at the top of the Left Navigation and select All.
2. Expand the Account drop down and select Departments.
3. Select the name of an existing department.
4. Select Manage Members.
5. Check the box by the name of the user you wish to add to the department and assign them a Department Role from the drop down.
6. Save.

Edit Account Role

If a user needs Account level permissions as opposed to only department level permissions.

1. Expand the Departments drop down at the top of the Left Navigation and select All.
2. Expand the Account drop down and select Users.
3. Select the name of the user that needs to be in a new or additional department.
4. In the Profile Information section, select Edit in the top right corner of the section.
5. Scroll to Account Role, expand the drop down, and select their new role.
6. Save.

Edit Forms or Groups

If a user needs to be assigned additional forms or they need access to another Group.

1. If you are not currently in the correct department, expand the Department drop down at the top of the Left Navigation and select the Department where both the form and the user are located.
2. Expand the Department drop down and select Users.
3. Select the name of the user that needs additional forms or access to another group.
4. In the Actions section, select Form Assignments.
5. Check the boxes next to the Groups and Forms the user needs access to. If the form is in a folder, simple select the folder to expand the list of forms in that folder.
6. Save.

To remove a user from a Department, follow the instructions for Adding Users: Existing Users to Existing Departments or Edit Users: Edit Department Role.

To disable the user from the account entirely, select the Disable icon in line with their name, either in the All department or a department of which they are a member.

A group can only be added to the specific department it needs to be under from within that department.

1. If you are not currently in the correct department, expand the Department drop down at the top of the Left Navigation and select the Department where both the form and the user are located.
2. Expand the Department drop down and select Groups.
3. Select Create Group in the upper right corner.
4. Enter a name and description for the group.
5. 
6. Save.

Users and forms assigned to a group must be managed from within the specific department the group is under.

1. If you are not currently in the correct department, expand the Department drop down at the top of the Left Navigation and select the Department where both the form and the user are located.
2. Expand the Department drop down and select Groups.
3. Select the name of the group you wish to change.
4. Either select Manage Members or Manage Forms depending on which you wish to change.
5. Check the Members you wish to add to the group.Or the Forms you wish to add to the group.
6. Save.