Administrator - Creating a Department / Branch

To add a new department, click Create Department located under the “Departments” tab at the top of the page. Enter the name of the new department and click Save.

Report Authors can be assigned any of the four permissions that affect all reports for the specific documents by clicking Add Permission and selecting if they are Contributors or Read - Only.

This article explains the permission levels found when managing Department Permissions.

Contributor	Users assigned Contributor access will be able to read, edit and start an approval request all of the reports that are from that department. If the user also needs access to view confidential documents, place a checkmark in the box " Include Confidential Documents".
Read - Only	Users listed here will be able to READ all of the reports that are from that department. . If the user also needs access to view confidential documents, place a checkmark in the box " Include Confidential Documents".
Include Confidential Documents	Place a checkmark here to allow the user access to confidential documents.

Creating a Branch

To add a new Branch, click Add Branch located under the “Departments” tab at the top of the page. Users added to a branch will follow the same structure for permissions: Contributor or Read - Only.