This article provides instructions on how to create, edit, delete, and manage Departments from the administration page in the All Department.
Departments allow Admins to separate forms, submission data, and users inside a single GoCanvas account.
This feature is available on the Max Plan. Please reach our to your account representative to enable it for your account.
Departments
Departments help larger organizations manage forms and users by organizing access by team.
Two user Roles are added to accounts with Departments enabled to manage the entire account:
- Account Admin has Admin privileges across Departments
- Account Reporter has Reporter privileges across Departments
To learn more about Department user Roles and permissions, see User Roles when Departments are enabled.
Create Departments
To edit or create a Department, you must be an Account Admin.
To administer Departments across the entire account, navigate to the All Department.
- At the top of the left navigation, expand the dropdown menu indicating the current Department and select All.
- In the left navigation, expand Account and select Departments.
Please Note
The Department dropdown menu in the left navigation only has navigation to Department-specific administration pages for Users, Groups, and Reports.
- In the upper-right corner, click Create Department.
- Enter a Name and add an optional Description.
- Expand the Copy Forms from an existing Department dropdown menu and select an existing one from the list. The default is No, thanks.
- Click Save.
Please Note
By choosing to copy forms and Folders from an existing Department, you are creating independent duplicates that can be changed. If you don't want those users to make changes, we recommend using Department Share.
Manage Department Members
Manage Members of a Department by first navigating to All, instructions above.
- Under Name, click the hyperlink of the Department you want to edit.
- In the upper-right corner, click Manage Members.
- Select or deselect the checkbox by user Names to add or remove them from the Department.
- Expand the Role dropdown menu and select their role in this Department.
- Click Save.
Edit a Department
Edit a Department by first navigating to All, instructions above.
- Under Name, click the hyperlink of the Department you want to edit.
-
At the top of the page, click the edit icon.
- Make changes to Name and/or Description as desired.
- Click Save.
Delete a Department
You must first remove all forms and unassign all members from a Department if you wish to delete it. GoCanvas will prevent you from removing a user from a Department if they are not assigned to another.
To remove forms from a Department, follow the instructions in Temporarily or Permanently Remove a Form from your Account.
To unassign members from a Department and add them to a different one if needed, see Manage Department Members.
Share forms
If all employees need to complete the same form(s), Account Admins can use Department Share to track submissions and analyze the data from all users across Departments. This feature also allows the original Department to maintain control of the form and push out updates to everyone at the same time.
Choose a different Department Type
While creating a new Department, Account Admins can choose the Department Type that best supports its members' workflow. To learn more about the alternate view, see What is GoCanvas Project Management View?
To learn more about accessing this feature, see Choose the right Department Type for each new Department.
Did we answer your question?
We'd really appreciate your feedback! Please leave your suggestions for improvement in the comments or let us know what you're looking for so we can assist you better. We want to help, but we need to understand your needs!
Comments
0 commentsPlease sign in to leave a comment.