Skip to content

Creating DivisionsΒΆ

In this tutorial, you'll create two divisions for the Acme Pet Shop to create a hierarchy.

  1. Expand Settings in the navigation pane.
  2. Click Divisions.
  3. Click Add Division to create the first division.
  4. Fill in the fields as described:

    Field Name Value
    Name AcmePetIT
    Description The IT division within Acme Pet Shop
    Active Yes
    Create Yes
    Update Yes
    Delete Yes
    Parent Division Leave blank

    Note

    All divisions must grant Read permission.

  5. Click OK.

  6. Click Add Division to create the second division.
  7. Fill in the fields as described:

    Field Name Value
    Name AcmePetCS
    Description The customer service division within Acme Pet Shop
    Active Yes
    Create Yes
    Update Yes
    Delete No
    Parent Division AcmePetIT

    Note

    All divisions must grant Read permission.

  8. Click OK.

The parent division, AcmePetIT, is for admin users and allows them to delete records. The child division, AcmePetCS, is for editors and viewers and allows them to create and update records but not to delete them.

Next step: Creating User Accounts

See also: