How to Manage Departments

Objectives

• Create and manage departments used in the Client Portal

• Organize Client Portal users under specific departments

Steps:

A new Departments page has been added under the Client Portal settings, allowing admins to add, edit, and manage departments associated with Client Portal users.

Accessing the Departments Page

• Open System Settings.

• Scroll down to the Client Portal section.

• Click Departments to open the page.

Managing Departments

From this page, you can:

• View the full list of existing departments

• Edit department names

• Delete departments

• Add new departments based on your organization’s structure

• You can also export the department list to Excel if needed.

To add a new department:

1. Click Add Department.

2. Enter the department name.

3. Click Save — that’s all.

Using Departments in the Client Portal User Management

Once your departments are created, they can be assigned to Client Portal users:

• Open the Manage Clients under the Client Portal.

• Edit an existing account (click on the client's name to edit) or create a new one.

• Under More Fields, you will find the Department field.

• Select the appropriate department from the list and save your changes.

Each Client Portal user can now be linked to a department for better structure and reporting.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!