Creating a Department and Adding Users
  • 12 Jan 2024
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Creating a Department and Adding Users

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    Light
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Article Summary

Create a Department

  1. After logging into Opensense, click on the Signatures dropdown menu, and select "Departments"
  2. Click on "+ Add New Department"
  3. Name the department
  4. Click the green check box to save
We recommend naming departments the same name as the signature template they will be assigned to.
Example -
Department Name: sales
Signature Template: sales
Banner Tag: sales

Add Users to a Department

Opensense defines who is in which department by an employee's username. Their username is everything before the @ in their email address
  1. After logging into Opensense, click on the Signatures dropdown and select "Departments"
  2. Add Users Individually: Click the blue edit icon (located in the top right of the department you're adding users to). Type each username into "Direct Members" (Tip: Press tab after each username)
  3. Add Users in Bulk from a Spreadsheet: Click the blue edit icon (located in the top right of the department you're adding users to). Click on the "Toggle Bulk" button above "Direct Members". Copy and paste the column of usernames you want to add from a spreadsheet

Binding Departments to your Company Directory

  1. Search for groups that exist in your directory
  2. Click the green button on the top right to save

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