How To: Divisions

Divisions allows for department heads to approve or submit documents for any employees within their department. If you would like to use Divisions, contact support and we'll be happy to get it set up on your project!

How to: Invite an Employee to a Division
Step 1: Click EMPLOYEES on the left navigation menu. Step 2: Click INVITE EMPLOYEE or click SEND INVITE from the Actions drop down menu if it is a...
Fri, 13 Dec, 2019 at 12:52 PM
How to: Add/Move/Remove a Member to/from a Division
NOTE: Only Division Managers have these abilities. Adding a Member Step 1: Click SETUP. Step 2: Click DIVISIONS. Step 3: Click MANAGE. ...
Fri, 13 Dec, 2019 at 12:52 PM
How to: Make a Division Admin
The Division Admin is the user who has the ability to submit/approve/view all documents for the other employees in that Division and any child Divisions.  N...
Fri, 13 Dec, 2019 at 12:53 PM
Division Overview
Divisions With our Divisions feature, documents can be submitted and approved on behalf of the employee by the division admin.  Divisions, which can be...
Mon, 24 Jun, 2019 at 10:46 PM