Skip to content

Manage Divisions

Depending on the permissions granted to your role, you can create or update divisions in the Divisions view. If you need to delete a division, contact your support team.

Before you begin

  1. Expand Settings in the navigation pane.
  2. Click Divisions.

Create a Division

To create a division:

  1. Click Add Division.

  2. Complete each field as needed. Required fields are marked with an asterisk (*).

    Field Descriptions
    Name *
    Unique name for the division (such as "North America", "Finance", "Marketing"). Must be fewer than 1000 characters long.
    Description
    Optional description of the division's purpose.
    Parent Division
    If this division is part of a hierarchy, the parent division.
    Active
    The status of the division.
    Permissions
    The user permitted operations for this division (Read, Create, Update, Delete).

    Notes

    • Divisions are inactive by default. Set them to active when they're ready to use.
    • All divisions must have Read permission.

  3. Click OK.

ReactorCX administrative interface showing the Divisions management page. The screen displays a table with two divisions: "Admin" (inactive) and "SEIMerchOps" (active), both created on February 6, 2023. :** contains navigation options including Members, Programs, Settings, and Analytics. The current user is logged in as "demo/admin". An "Add Division" button appears in the main content area, and the Divisions option in the sidebar is highlighted, indicating the current section.
*Figure 1. Setting up divisions

Edit a Division

Warning

Don't edit or delete divison types if they've already been assigned to users and system objects.

To change a division:

  1. Search for the division you want to work with. For detailed steps, see Using Advanced Search.
  2. Click the Edit icon () to open the Division dialog box.

  3. Change the fields as needed. Required fields are marked with an asterisk (*).

    Field Descriptions
    Name *
    Unique name for the division (such as "North America", "Finance", "Marketing"). Must be fewer than 1000 characters long.
    Description
    Optional description of the division's purpose.
    Parent Division
    If this division is part of a hierarchy, the parent division.
    Active
    The status of the division.
    Permissions
    The user permitted operations for this division (Read, Create, Update, Delete).

    Notes

    • Divisions are inactive by default. Set them to active when they're ready to use.
    • All divisions must have Read permission.

  4. Click OK.

Assign Divisions to Entities

To further enhance security, you can assign divisions to entities, such as programs, rules, or policies. The entity's division is considered when determining whether the current user has permissions to perform the intended operation, such as editing or deleting the entity.

Program-Level Division Assignment

When creating or editing a program:

  1. Click Programs and find your program.
  2. For the Divisions field, select one or more divisions from the drop-down.
  3. Save the program.

All child entities (rules, policies, and so on) created within this program inherit these division constraints.

Program Default Division for Activity Processing

Programs can specify a default division that's assigned to activities when neither the user nor the location has divisions configured. This feature is configured in the program's enrollment settings and provides a fallback mechanism for division assignment during activity processing.

To configure the default division:

  1. Click Programs and find your program.
  2. Click the Options icon () in the Actions column.
  3. Click the Activity tab.
  4. In the Default Division drop-down, select a division from the program's assigned divisions.
  5. Save the program settings.

See also: