Departments can be used to link user, grant, project, and timesheet (for clients with Time & Effort Certification) records. The Department Admin, User (Salary), and User (No Salary) security roles have access to any record linked to their department(s).
Organizational Admin can import multiple departments using the Departments Import Template (recommended) or their own Excel file. The Departments Import Template includes the Name*, Description, and Unique Identifier fields. Required fields have asterisks (*) next to their names.
- Open Administration>System Security>Departments.
- Click the (Import icon) in the Icon Bar.
- Click Select Files… to select a file from your computer.
- Click Next.
- Select the Destination field for each Source column. If you are using the Departments Import Template (recommended), the source and destination fields should match.
- Click Create.
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