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.

Related Articles:

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