Change the Default Department as an Admin or User

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This article provides instructions for both admins and users to change the Default Department setting, found on either the Users or Team page. 

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

Expand the Account dropdown in the left navigation and select Users.

Account_Users_Left Navigation.png
Project View
Without Departments With Departments

Click Team in the left navigation.

Project View_Left Navigation_Team.png

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 Project View

Click Profile in the left navigation.

Profile_Left Navigation with Account.png

 

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.

    Account_Users_Profile_Edit.png
  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.

    Account_Users_Profile_Edit_Default Department.png
  4. Save changes.

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