7 min read
Working with departments and companies
It's very important to connect the department groups to the correct company group so that users are able to select the department they belong to and the statistics reflect the correct number of users.
If a user hasn't selected a department, this could be because the department hasn't been set up as a group under the company. To check this, in Full admin, click Groups, filter to show only Company GT, and search for the company name. The department appears under Managed groups. If the company hasn't got any managed groups under it, you know that no departments have been set up for the company and you will have to do this so that users can select their departments.
- To see a list of companies with no departments, in the Groups list, click the Managed Groups column to sort the column by the number of managed groups. All the companies with 0 managed groups will appear first.
- To see all the users who haven't selected a department, in the Groups list, click the {Please select department in list} group and on the Members tab, click Load users to see the list of users with no department selected.
- To see users that have duplicate entries, in the Groups list, open the group called - Usernames two times in the import file, and on the Members tab, click Load Users to see the members.
Note
Anything that you manually enter in the system will be overwritten by the sync file. However, records that are not in the file will not be overwritten. For example, you can add a user who is part of the company Københavns Lufthavne (because this company does not appear in the file) or an email address for a person who is in the file (because the file does not contain email addresses).
To add a new department for a company:
- Create a new group, give it a name (if this is the same as the company, use formatting consistently to make it easier to see the difference).
- In the Group Type field, choose Department GT and then click Save.
- Open the company group, and on Options tab, under Advanced Settings, click Set Group Managers.
- In the dialog, click Switch Groups Managed by <group name>.
- Find the department that you just created and click Add Groups to add it.
Note
This is also where you can remove groups from a company if the wrong department shows up in the wrong company.
- Close the dialog.
To delete a company:
- In the Groups list, open the company to see which departments it has (that you also need to delete) and make a note of these. You must first delete the department before you delete the company to avoid conflicts.
- Select the department(s), and under Actions, click Delete selected groups.
- Select the company group and delete that too.