Overview
If your organization operates with multiple divisions, you can now streamline management by assigning a Division Administrator role. Division Administrators have admin permissions specifically within their assigned division(s). This role empowers them to manage essential resources—such as files, products, snippets, and templates—exclusively within the selected division(s), ensuring efficient and controlled access.
How to Assign Division Administrator Permissions to a User
Follow these steps to assign or update a user to the Division Administrator role within your system:
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Navigate to User Settings
- Go to Settings from your ClientPoint homepage.
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- Select User and Permissions to access user management.
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Select the User
- Locate the user you’d like to assign as a Division Administrator and click Edit.
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- If adding a new user, select Add User instead.
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Choose Division Administrator Role
- In the user’s profile, scroll to the User Role and Access section.
- Open the User Type dropdown menu, and select Division Administrator.
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Assign Division and Workspace
- You will be prompted to assign a Workspace and Division to the user.
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- Choose both the default workspace and default division for this user, which will determine their primary management area within the system.
Conclusion
The Division Administrator role provides tailored permissions, allowing designated users to manage resources within specific divisions. This role facilitates streamlined division management, enhances data control, and allows division-specific oversight without granting full system-wide admin permissions.
For further assistance or questions about configuring Division Administrators, please reach out to support@clientpoint.net.