Please see the following articles for a step by step guide to setting up departments and teams: Setting up Departments and Teams
Transcript of video:
Departments and teams assist you with creating a hierarchy of access and organization. We use the terms department and teams to define our two sub-levels.
Here's a graphic to illustrate the relationships. An employee with top level admin access can see and work with all data When associated with the department, the employee would be able to see the department and teams below. β¨
Similarly, when associated with a team, the employee would only be able to see fellow team members. This is not only helpful for large organizations, but it is also useful for giving a foreman or crew leader the ability to manage his or her team.
