Add a department

The Department - New/Update window enables you to add and update department names and users.

1. Navigate to the Administration > Portico Explorer Bar, select Security.
2. On the Security top menu bar, select Organization.
3. Select Departments. From the Departments window, you can do the following:
   • Select New to set up your new department.
   • Modify an existing department by selecting the name of the department to open the Department - Update window.

4. Enter the Credit Union defined unique department name in the Department field. If you enter a department name that is already in use, an error message appears.
5. The Users Not Assigned box lists the users not assigned to the department. The Users Assigned box lists the users assigned to the department.
• To add credit union employees to the department, highlight employees in the Users Not Assigned box.
• Select the right arrow button to add them to the Users Assigned box.
• To remove credit union employees from the department, highlight employees in the Users Assigned box, and then select the left arrow button to add them to the Users Not Assigned box.

6. Select Save to store the user and department name and return to the Department List window.

7. Select Cancel to return to the Department without saving the department.