OverviewUser HierarchyDepartments / TitlesUsersCreating a Department / Title / UserWork HierarchyClients / Projects / TasksCreating a Client / Project / TaskWorking with ListsTime SheetsNon-working TimeHolidaysRevenue / RatesReportingReporting AccessRolesCreating a RoleSecurity LevelsReference FieldsCustomizing Your Instance
Creating a Department / Title / User
- Ensure you have access to create a Department / Title / User (see roles).
- Click on Department / Title / User on the left navigation.
- Click on New in the top right corner.
- Fill out the required fields and hit submit.