Departments are used to group users based on their role at the property. You can create multiple Departments, and users can be added to multiple Departments. This article will show you how to manage Departments in the Clerks module, including:
How to Create a New Department
- In the Clerks module, select the DEPARTMENTS button
- In the Departments panel, select the NEW button
- Use the available field to enter the DEPARTMENT NAME (i.e. Front Desk)
- Click the SAVE button to update the database
The new department will now appear in the Departments panel on the left-side. When a department is selected, you can use the following to make changes:
- EDIT: use this button to change the name of the department
- DELETE: use this button to delete the department (note this action will automatically remove all users from this department)
How to Add/Remove a Clerk ID from a Department
- In the DEPARTMENTS section of the Clerks module, select the Clerk ID
- Use the checkboxes to select Clerk IDs to add to the department
- all changes will be noted as ADDED CLERKS and REMOVED CLERKS (with the ability to revert these choices)
- Click the SAVE button
