The divisions feature lets you group a sub-admin with other site users (staff members, contractors, clients). Orders are grouped by the client that they belong to. Users within a division will only have access to their own orders, and the sub-admins will have access to only their assigned site users (and by extension their orders, files, and invoices).
INSTRUCTIONS:
- First enable the company divisions feature under Site Settings > User-Related Options. Be sure to give it an appropriate label in this same area.
- 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/edit/delete your divisions.
- Go to People > Assign to Company Divisions and select a division. Then check the boxes of the people you want to belong to this division and submit the form.
- Repeat from step 3 as needed.
IMPORTANT:
If you enable this feature, be sure that all site users are assigned to at least one company division.
For more information or if you have any questions please email info@valuedwebsites.com
