Reduce unnecessary clicks by setting your Default Department to open to the Department where you spend the most time.

Default Department

Admin Instructions

Navigate to the Users or Team page, following the instructions based on your Account View. 

Core View

Without Departments With Departments

In the left navigation, expand the Account dropdown and select Users.

1. At the top of the left navigation, expand the dropdown under the username indicating the current Department and switch to the All Department.

   

2. In the left navigation, expand the Account dropdown and select Users to see all users across Departments. 

Please note that the Department dropdown above Profile in the left navigation also has navigation to a Users page that is dedicated to the users of the current Department.

Project View

Without Departments With Departments

In the left navigation, click Team.

1. At the top of the left navigation, expand the dropdown under the GoCanvas logo indicating the current Department and switch to the All Department.

   

2. In the left navigation, expand the Account dropdown and select Users to see all users across Departments.

Please note that when Departments are enabled, the Team page is dedicated to the users of the current Department.

Once you have reached your destination, start with step 1 under Instructions.

User Instructions

First, navigate to the Profile page following the instructions based on your Account view.

Please note that if you have Departments enabled, your portal may slightly differ in appearance from the screenshots below but the steps remain the same.

Core View

In the left navigation, click Profile.

 

Project View

At the bottom of the left navigation, click your username to expand the menu and select Profile.

Once you have reached the Profile, start with step 2 under Instructions.

Instructions

1. Click the hyperlinked named of the user that you wish to edit.

2. Click Edit in the right corner of the Profile Information section.

   

3. Scroll to Default Department and expand the drop down to select the department that the user will be working in immediately after the user logs into the GoCanvas portal.

   

4. Save changes.