All About Company Divisions / Teams / User Groups / Accounts
Call it what you like, but the divisions feature allows you to group a subadmin with various appraisers and/or clients. Orders are grouped by the client that they belong to. This is useful if you want to have various account executives oversee pieces of your business.
The various site users within a division will only have access to their own orders, and the various sub-admins will have access to only their assigned appraisers and/or clients.
INSTRUCTIONS:
- First enable the company divisions feature under Site Settings > Misc Site Options.
- Now go to Site Settings > Data Fields > Appraiser Fields and the third field down you can change what company divisions are called (Team, Account, Region, etc.).
- Now go to People > Add New Admin and create a new sub-admin account.
- Go to People > Manage Company Divisions (or whatever you renamed it) and add a new division that various site users can be added to.
- Go to People > Assign to Company Divisions, select the division to manage, then check the boxes of the people you want to belong to this division.
- Repeat starting at step 3 if needed.
IMPORTANT:
If you enable this feature, you must make sure that all site users are assigned to at least one company division. If you don't you or they may encounter error messages.
For more information or if you have any questions please email info@valuedwebsites.com
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