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How to create a new Department code and assign it to a user

Updated over 3 weeks ago

To create a new Department:

  1. Log in to FocalPoint Administrator

  2. Browse to Records

  3. Click on Department Records

  4. Click Insert

  5. Enter the details accordingly

If there are any questions about which fields should be filled in, it may be useful to look at an existing department.
​Code and Name are the only compulsory fields.
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To assign the new department to a user:

  1. Log in to FocalPoint Administrator

  2. Browse to System Control, Security Profiles

  3. Highlight the profile of the required user and click Members

  4. Highlight the user in the list on the left-hand side of the screen

  5. You should see fields below that relate to this user, including one called Department Code - click on the Setup... button beside this field

  6. In the new window will be two lists of Department codes - the left hand list is currently assigned Department's, while the right hand list is the Departments which this user does not currently have access to

  7. Double click on a Department in the right hand list to move it across and make it available for the user

  8. When you have made all the required changed, click OK on all open windows to save the changes

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