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  2. Advanced Team Management
  3. Departments

Choose the right Account View for each new Department

Updated
Lauren Sunday
Community Manager
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This article describes the steps for gaining access to choose the Account View, or Department Type, when creating a new Department.

GoCanvas has two different Account Views to serve the different needs of users: Core and Project View.

This feature is available on the Max Plan.

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.

With GoCanvas Project Management View, each Department can choose the Account View that best supports how its members work upon creation of the Department.

Gain access

In order to see this option when creating a new Department, you must first submit a ticket to Support requesting us to create one for you. It doesn't need to be the very first one on your account as every subsequent one created after this action will have the option to choose the Account View (Department Type).

Create a new Department

To edit or create a Department, you must be an Account Admin. When they're enabled for your account, one Department will automatically be created.

Navigate to the Departments administration page, following the instructions based on your Account View. 

Core View

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

    Left Navigation_Departments Drop Down_All.png
  2. 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.

Project View

  1. At the top of the left navigation, expand the dropdown menu indicating the current Department and select All.

    Project View_Left Navigation_Departments Drop Down_All.png
  2. In the left navigation, expand Account and select Departments.

  1. In the upper-right corner, click Create Department.

    Departments_Create Department.png

  2. Expand the Select Department Type dropdown menu and select Jobsite Management if the Department needs Project Management View. The default is Legacy GoCanvas (Core View).

    Account_Departments_Create Department_Select Department Type.png
  3. Enter a Name and add an optional Description.
  4. Expand the Copy Forms from an existing Department dropdown menu and select an existing one from the list. The default is No, thanks.

  5. Jobsite Management has one additional question, Add GoCanvas Sample Forms? Select Yes to automatically add the following forms:

    • Change Order
    • Daily Report
    • Inspection
    • Work Order
    Account_Departments_Create Department_Jobsite Management Department Type.png
  6. Click Save.

Learn more

For further reading, visit the Departments section in the Help Center.

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