Step 1: To access the Main menu, look for the vertical list of options on the left side of the page.
Step 2: Click on “People” to open a submodule with a list of options. Within the submodule click “User Attributes”.
Step 3: Click on the “Department” tab, then select the “New” button to create a new department.
Step 4: Enter the department name and description in the given fields, then click ‘Submit‘ to proceed.
Step 5: To disable a department, ensure that no active users are assigned to it. Once confirmed, click the “Disable” icon. A popup will appear; click “Yes” to proceed.
Step 6: To restore the department, click the ‘Restore‘ icon and confirm your action by selecting ‘Yes‘ in the popup.
Step 7: The same process is applicable for “Designation“, “Brand“, “Role“, “Cost Center“, “Life of Business“, and “Business Unit“.
Step 8: The “Location” tab functions slightly differently from the other tabs. Click on the “Location” tab, then select the “New” button to create a new location.
Step 9: Both the “Name” and “City” fields are mandatory. Once these fields are filled, click the “Submit” button to create the location.
Step 10: To disable a location, ensure that no active users are assigned to it. Once confirmed, click the “Disable” icon. A popup will appear; click “Yes” to proceed.
Step 11: To restore the department, click the ‘Restore‘ icon and confirm your action by selecting ‘Yes‘ in the popup.
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