How to: Add/Move/Remove a Member to/from a Division

NOTE: Only Division Managers have these abilities.

Adding a Member

Step 1: Click DIVISIONS.

Step 2: Click MANAGE.

Step 3: Click on the Division you would like to add the member to.

Step 4: Click ADD MEMBER.

Step 5: Check the box to the left of the Employee and click ADD.

Moving a Member

Step 1: Click on the division the Employee is currently in. 

Step 2: Click MOVE MEMBER from the ACTIONS drop down menu for that Employee.

Step 3: Choose the Division to move to and check the "Move all documents associated with this member from current division to new division" box.

Step 4: Click CONFIRM.

Removing a Member

Step 1: Click on the division the Employee is currently in. 

Step 2: Click REMOVE MEMBER from the ACTIONS drop down menu for that Employee.

Step 3: A confirmation window will open, click CONFIRM to remove the member.