Add existing users to new department

Add existing users to a newly created department

You can quickly add existing users to a newly created department by pulling them from another department. Create the department, then use the Add from another department option to select users to assign to the new department.

Overview

From an existing department, you can add existing users to a newly created department. After creating the new department, go to the Users tab, choose Add from another department, select the users you want to grant a role in the new department, close the modal, and then return to the department's user list to verify the changes.

Step-by-step guide

  1. Create a new department.
  2. Go to the new department's Users tab.
  3. Click Add from another department.
  4. In the modal, select the existing users you want to have a role in the new department.
  5. Close the modal.
  6. Return to the new department's user list to verify the selected users appear in the list.

Watch the Video

https://vimeo.com/1037956590

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