By creating divisions in your Actionstep Practice Management system, you can allow a group of users to share the same processes, branding, and email account while managing their own separate accounts.

Adding a New Division to Your System

To do this:

1. In Practice Management, 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.

Switching Divisions in Your System

You can switch between your system's different divisions. 

To do this:

1. In Practice Management, click the Actionstep logo in the top-left corner of any page and choose Switch Division. The Switch Division window appears.
   • If you're using the old toolbar, hover over the organization menu and choose Switch Division. The Switch Division window appears.
2. Click the Division drop-down list and choose the division you want to view and work in. 
3. Click OK to save your changes.

Additional Resources:

• What is a Division?
• Assigning a Matter to a Division
• Configuring System Roles and Data Permissions (Admin)
• A Closer Look at Data Permissions (System Objects)