Onestop Administration Portal
  • Onestop Admin
  • Getting Started with Onestop
  • Managing Services
    • The Basics of a Service
    • Building the Workflow
      • Adding a step to your workflow
      • User Task Types
      • Service Task Types
      • Managing Stages
      • Tutorial - Example Workflow
    • Managing Forms
      • Using the Form Builder
        • Form Field Types
        • Field Validators
        • Field Dependencies
        • Form Submission Identifiers
        • Field Tags
        • Linked Fields
      • Sharing Form Submission Links
    • Configuring Workflow Notifications
    • Configuring Billing
      • Billing Task
      • Payment Task
      • Configuring Payment Forms
    • Document Templates
      • Creating Document Templates
      • Using the Document Template Editor
      • Designing a Document Layout
      • Using Document QR Codes
    • Context Tags
    • Managing Workflow Access for Teams
    • Advanced Settings
  • Databanks
    • Databanks and Datasets
    • Creating a Databank
    • Creating Datasets
    • Adding Data to Datasets
    • Using Datasets
  • Portals
    • Managing Portals
    • Configuring Mail Servers
    • Creating a New Portal
    • Managing 2-Step Verification
    • Customizing Portal Menus
  • Teams
    • Managing Teams and Permissions
    • Creating User Accounts for Workers
  • Organization & Departments
    • Managing Departments
  • Appendix
    • Tips and Techniques
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On this page
  • Managing Organization Details
  • Distinguishing Departments and Teams
  • Managing Departments
  • Assigning Workers to a department
  • Removing Workers from a department
  • Creating a new department
  1. Organization & Departments

Managing Departments

You can manage and assign workers to departments in your Organization.

Managing Organization Details

To manage your Organization details, go to My Organization, edit the details you want to modify and save the form

Distinguishing Departments and Teams

Where as a department represents the division of your organization a worker belongs to, teams are more cross functional and give you the flexibility to provide granular precision of what a specific worker can and cannot do on the platform.

Managing Departments

Assigning Workers to a department

To manage your organization's departments:

  • Go to My Organization

  • Select the department by clicking Edit Item

  • In the Add users to this department field, move the users you want to assign from this department from left to right

  • Click Save on the popup form

  • Confirm clicking Save on the Organization Form.

Removing Workers from a department

To manage your organization's departments:

  • Go to My Organization

  • Select the department by clicking Edit Item

  • In the Add users to this department field, move the users you want to remove from this department from right to left

  • Click Save on the popup form

  • Confirm clicking Save on the Organization Form.

Creating a new department

To create a new department

  • Go to My Organization

  • Click on the Departments Button

  • In the pop up that appears,

    • Provide the department name

    • In the Add users to this department field, move the users you want to assign from this department from left to right

  • Click Save on the popup form

  • Confirm clicking Save on the Organization Form.

PreviousCreating User Accounts for WorkersNextTips and Techniques

Last updated 1 year ago

Adding workers to a department
Removing workers from a department
Creating a new department