Manage Departments, Users, Teams

Only users with “Client Admin” role can add new Departments, Users and Teams

INFINCE allows you to organise your users under various Teams and Departments. While a user can be a member of only 1 Department, he can be part of several Teams. So for example, you could define “Sales”, “Finance” etc as Departments and “Project Mars”, “QA” etc as Teams.

Adding new users on INFINCE

Members of your organisation need to be added as “users” in INFINCE.  To add a user on INFINCE, go to the Administration section and select ‘People’. From ‘People’, select ‘Users’. This will give you the list of available users. Click on ‘Add User’ from the options available on the top right corner.

Add User on INFINCE

Fill in the required fields in the registration form and click on Submit.

Provide New User details

Importing Users into INFINCE

If you have a lot of users to add, it might be easier to use the “Import” option as explained below. Go to Administration select ‘People’. From people select ‘Users’. From the options available on the top right corner, click on ‘Import Users’. A window will appear from which click on ‘Browse’. Select the required file which is of xls/ xlsx /csv format. Then Click ‘OK’ to import contacts.

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Creating/Adding a Department

Go to Administration in the navigation tab and select ‘People’. From ‘People’ select Departments.

This will take you to the Department page listing various available Departments. Press on ‘+’ sign displayed on the top right corner of this page. Enter a Department name, assign a Department head and click on ‘Save Department’.

Creating a Department in INFINCE

Adding/Assigning users to a Department

Go to Administration, select ‘People’. From ‘People’ select ‘Department’. This will take you to the Department page listing various available departments. Click on to the ‘Edit’ icon displayed on the right side of respective Department. Now, add members by entering the names in ‘Department Members’ column. To remove a member click on the cross mark next to the name of the member.

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Creating/Adding a Team

Go to Administration select ‘People’. From ‘People’ select ‘Teams’. This will take you to the page listing various available teams. Press on the ‘+’ sign displayed on the right corner. Enter the Team name and assign a Team Admin; then click on ‘Save Team’. New team will be created.

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Adding/Assigning users to a Team

Go to Administration select ‘People’. From ‘People’ select ‘Teams’. This will take you to the page listing various available teams. Click on the ‘Edit’ button displayed on the right side of the respective teams. Add members by entering names in ‘Team Members’ column. To delete members, click on the cross mark next to the name of the user.

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What is the difference between a Department and a Team?

On INFINCE, Department is visualised hierarchically above a Team. For eg: you might have the “Sales & Marketing” Department, with many smaller Teams under it, such as “Marketing Research”, “Digital Marketing”, “Sales”, etc.

A user can only be part of 1 Department, while he/she can be part of several teams.

Deleting/Removing a User

Go to Administration in the navigation bar select ‘People’. From ‘People’ select ‘Users’. This will take you to the list of available users. Find the users you want to delete and click on delete button displayed at the right side of the intended User’s name.

Deleting a user in INFINCE

Deleting/Removing a Department

Go to Administration and select ‘People’. From ‘People’ select ‘Departments’. The available Departments will be listed. Click on delete button displayed next to the Department name.

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Deleting/Removing a Team

Go to Administration select ‘People’. From ‘People’ select ‘Teams’. The available teams will be listed. Click on delete button displayed next to the team name that you wish to remove or delete.

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Exporting users/contacts on INFINCE

Go to Administration select ‘People’ . From People select ‘Users’. Click on the options available on the top right corner. Click on ‘Export Users’. The required file will be downloaded.

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Related Videos:

Manage Departments & Teams

Manage Users

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