How to Create, Edit & Delete a Division

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In this article, we will cover the following:

Divisions Page

In this section we will look at the different options on the Divisions page.
 

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  1. This lets you create a new division
  2. This lets you view the dropdown where you can access additional settings
  3. This means that the division can conduct transactions
  4. This means that the division has a user finance group

When you click on a division name, it opens a new section where you can add users, remove users, and change roles

 

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Note: You may or may not have access to all of the features based on the permissions for your company. 

 

Creating Divisions

  1. In the left navigation menu, go to Company > Directory> Divisions

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  2. This takes you to the Divisions page

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  3. Click the Create Division button on the top right of the screen

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  4. This takes you to the Create Division page

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  5. Enter the following details:
    1. Title (required)
    2. Subdivision of, if you want this division to be the subdivision of any other division
    3. You can enable Allow this entity to conduct transactions so this division acts as a separate entity or profile
    4. You can enable Enable User group for division:
      1. To create a group for this division
      2. You should have this enabled if you want to refer to the division in the Rules module
  6. Once all this is filled in, click Create to finish creating your division

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Adding users to divisions

  1. Click the Manage button

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  2. This opens the Search field where you can type in the name of the user you want to add

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  3. You can set the role of the user in the Member Roles dropdown

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  4. Click Save

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Removing users from divisions

  1. Select the users you want to remove by hovering to the left of the name

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  2. You will now see the Delete button at the top right

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  3. Click Delete and this will remove the user from the division

Division Settings 

  1. Click the overflow menu

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  2. Select Settings from the dropdown

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  3. This opens the Division Settings popup

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  4. You can do the following here:
    1. Rename the division
    2. Allow the division to conduct transactions
    3. Enable User Group for division

Allowing divisions to conduct transactions

  1. When you enable this toggle, you will see a new field to enter an email address

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  2. Enter the email and click Save
  3. You will now see a dollar icon next to the division name on the Divisions page

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  4. This division is now an independent sales entity and you can now reference this division as a list of profiles in Rules

Enabling User Group for Divisions

  1. When you enable this toggle, you will see a new field for overriding the anniversary date

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  2. You will now see the profiles icon next to the division name on the Divisions page

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  3. You can now reference this division as a list of profiles in Rules

Creating My Business Accounts for Divisions

  1. Click the overflow menu

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  2. Select Create Business Account from the dropdown

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  3. The users in this division will now be able to access this My Business account

Deleting Divisions

  1. Click the overflow menu

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  2. Select Delete from the dropdown

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  3. You will be asked to confirm, click Yes

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  4. The division will no longer be visible on the Divisions page

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