Adding, editing, and deleting departments

Conditions

  • Administrator access required.

 

Steps

Adding departments

1. Click on the user name, then "Admin Settings", then "Manage department".

 

2. Add the necessary type of department

a. Adding under an existing department

Click "Add" next to the relevant department.

 

b. Adding an independent department

Click "Add" next to "All".

 

3. Enter the name of the department to be added.

 

4. Click the "Add" button.

Administrators will be notified by email when the process is complete. Continue on to "Reflecting changes on the Sansan scanner".

If you only want the newly added department to display on certain scanners, remove the check next to "Display on Sansan Scanner Set".

When this is complete, again click "Admin Settings" then "Sansan Scanner Display Department Settings" to choose scanners where the new department will display.

 

Editing department names and deleting departments

1. Click on the user name, then "Admin Settings", then "Manage department".

 

2. Click on "Edit" or "Delete" next to the department name.

Administrators will be notified by email when the process is complete. Continue on to "Reflecting changes on the Sansan scanner".

 

Reflecting changes on the Sansan scanner

1. At the top right of the Sansan scanner screen, touch "Sync". The changes will then be reflected.

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