Contracts Manager™ | Step-by-step Guide: Department and User Groups Management

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                                             Contracts Manager™

                                             Step-by-step Guide: 

                                                           Department and User Groups Management

A step-by-step guide to managing your Departments, ensuring that users stay organized and have access to appropriate contracts.

What is Department/User Group Management?

The primary purpose of the Department/User Group Management setting is to control the access to certain documents and folders.

For example: If there is a folder called “Laboratory” and the System Administrator would only like certain individuals to view the contracts within this folder, they would create a Department/User Group and restrict the access to of the “Laboratory” folder to that group.

This guide covers the following topics:

 Creating a Department/User Group

 Deleting a Department/User Group

 Removing a User from a Department/User Group

Creating a Department/User Group

1. Click on the Set-up Tool and select Department/User Group Management.

2. Click on the “Add” button.

3. The following screen will appear. Select your Site. Enter the name of the Department/User Group and an optional Description.

If you have users already added in the system you can select them from the left hand side of the box and click on the arrow pointing to the right to move the users to right hand side of the box. (optional) .

4.Click the “Save Department/U.G.” button.

Deleting a Department/User Group

1. Click on the Set-up Tool and select Department/User Group Management.

2. Select the Department/User Group you would like to delete by clicking on it.

3. Remove the users from the right side of the box by clicking on the arrow pointing to the left to move the users to left hand side of the box.

4. Click the “Save Department/U.G.” button

5. Select the Department/User Group you would like to delete by clicking on the check box beside it.

6. Click on the “Delete” button

Removing a User from a Department/User Group

1. Click on the Set-up Tool and select Department/User Group Management.

2. Select the Department/User Group you would like to remove users from by clicking on it.

3. Remove the users from the right side of the box by clicking on the arrow pointing to the left to move the users to left hand side of the box.

4. Click the “Save Department/U.G.” button