Departments

Settings › Users & permissions › Departments decides which permissions a new person starts with, by department (Sales, Dispatch, and any department you add).

Changing a department here does not change the people already in it — unless you press Save and Apply to All Users in Group.

Before you start

Anyone who can open Settings can look at this page. Changing it needs the permission to manage the company's employees (the same one that opens the Users page); without it the switches are greyed.

Pick a department

1. 1Open Settings › Users & permissions › Departments.
2. 2In Group Settings, choose the department in Settings For:. The line under it shows its description and how many people are in it.
3. 3Rename changes its name and description. New department (top right) adds one: type a Name and an optional Description, then Save.

Starting permissions

The Permissions card groups the permissions as on a person's Permissions tab (Main menu, Accounts, Orders, Admin, Payments…). A group with more than one permission has an All On/Off switch.

Save

• Save (the bar at the bottom, which reads The … group is not saved) keeps the department's defaults. Only people added to the department from now on get them. You see Saved the … group.
• Save and Apply to All Users in Group saves first, then gives the department's permissions to everyone already in it. You see how many people it was applied to. Nobody's notifications change.

Changed permissions apply on each person's next click — nobody needs to sign out and back in.

If something goes wrong

A red bar says why the save was refused; nothing is half-saved. If the apply step fails after the save, the department's defaults are kept and you can press the button again.