Departments can be used to segment data and limit the records users are able to see. Departments may also be used when there is more than one organisation accessing Briefcase.
To add a department follow these steps:
- Go to Briefcase Settings, and click on the Company tab. The list of departments is available at top left. Click the 'Add' button.
- Clicking the 'Add' button will raise a dialog. Enter details as required. Ensure you include the company name, even if you are adding a department to the same company.
For the department to take effect you must log out first.
- The form will now switch to the newly created department as per the example screenshot below.
- Be sure to go through the form right to the bottom of the screen adding details as required. For example, fill in the address block which will appear on printed documents, and enter footer information for invoices, purchases and estimates. Remember to add team members. To expedite entry, you may wish to click back on other departments within the list to copy and paste information across to the new one.