Creating a department and adding users (classic UI)

Classic UI

This article covers the classic Opensense UI. For the New UI, see Setting up automatic group membership.

Create a department

1. After you sign in to Opensense, open the Signatures menu, and select Departments.
2. Select + Add New Department.
3. Name the department.
4. Select the green check button to save.

Use one name for the department, template, and tag

We recommend naming each department the same as the signature template it will be assigned to. For example:

• Department name: sales
• Signature template: sales
• Banner tag: sales

Add users to a department

Opensense defines who is in which department by each employee’s username. The username is everything before the @ in their email address.

1. After you sign in to Opensense, open the Signatures menu, and select Departments.

2. Select the blue edit icon, in the upper right of the department you’re adding users to.

3. Add users one of two ways:

   Individually

   Type each username into Direct Members. Tip: press Tab after each username.

   In bulk from a spreadsheet

   Select the Toggle Bulk button above Direct Members, then 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. Select the green button in the upper right to save.

What’s next

• Assigning a signature template to a department (classic UI)
• Department fields

For further help, contact Opensense Support at help@opensense.com.