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.


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Step 2: Click MANAGE.

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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.