GoCanvas has two different account views to serve the different needs of users: Core and Project Management View.

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.

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?

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 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.

To administer Departments across the entire account, navigate to the All Department.

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

3. In the upper-right corner, click Create Department.
4. 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).
5. Enter a Name and add an optional Description.
6. Expand the Copy Forms from an existing Department dropdown menu and select an existing one from the list. The default is No, thanks.
7. 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
8. Click Save.

Learn more

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