Add Or Modify A Department

Click on the Admin Menu | Maintain Users.  Then click on the Departments Button.  Then click on the Add or Modify Buttons.

Overview

You can change the makeup of a department by changing the Department Name or adding and removing members.

Check or uncheck names to modify the Department

Check or uncheck names to modify the Department

 

Adding / Removing Members

There must be at least one member of a department.  Other than that, you can add and remove members.

See Also

Deleting or Deactivating A Department

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You can set up departments with only one user, but you can't delete that user from Advisors Assistant's user list if they are the only person in a department.  You would have to add a second user to the department first.