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Adding a Division

You can provide the ability for a sub-set of users to use the same processes, branding, email account while running individual sets of accounts by setting up divisions within your Actionstep system (See What is a Division? to learn more about the purposes of a division.)

 

To do this:

  1. In Actionstep, go to Admin > Divisions. The Multi-Division Settings page appears, showing you a tree-like structure of your system.

    If you have any divisions, they will appear as a sub-branch off the main branch:

    No Divisions With Divisions
  2. Click the branch of the tree where you'd like to set up the new division. A list of options is displayed:
  3. Choose Setup a New Division. The Configuration page appears.
  4. Provide the required information. (Help text on page explains what information is needed.)
  5. Click Save to save your changes.

 


Additional Resources:

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