Argenta allows you to use Departments to easily group team members or large groups. This allows you to assign tasks, funds, events, etc. to specific departments for tracking.
To create a new Department in Argenta, select from the left hand side main menu, My Organization > Departments:
This opens your organizations complete list of Departments. From here click the "Add New" button:
This opens the Department Workspace:
There are two tabs in this workspace. Let's go tab-by-tab and field-by field:
1. Department Details tab:
On this tab you will fill out the department details. Here you can enter these fields:
- Record Level Permissions - Set As View Only - Placing a checkmark in this box restricts this
record to view-only access unless the user is the user who created the record,
the user is a master admin, or the user is given specific permission to modify
this record on the Record Permissions tab of this
record. Permissions also work by assigning a department, district and/or
precinct. If you have users in your system who are restricted by these
permissions, they will only be able to see records in the
departments/districts/precincts you have granted them access to.
- Record Level Permissions - Lock This Record - Placing a checkmark in this box locks this
record so that users cannot view or update the record unless the user is the
user who created the record, the user is a master admin, or the user is given
specific permission to access this record on the Record Permissions tab
of this record. Permissions also work by assigning a department, district
and/or precinct. If you have users in your system who are restricted by these
permissions, they will only be able to see records in the
departments/districts/precincts you have granted them access to.
- Department Name - Enter a name for the new department here. This is a required field.
- Description - You can enter a description for your department here.
- Chapter - If this department is tied to a specific chapter within your organization, you will select the chapter from this drop-down list.
- Division - If this department is tied to a specific division within your organization, you will select the division from this drop-down list.
- Department Leader (Team Member) - Select the leader from your constituents for this department. Click the Lookup
button to search for and select the leader for this department. If you do not have a leader, you may leave this blank. - Department Type - Select a type from the drop-down list if you wish to classify this department by type.
- Associated Fund - If this department has an
associated fund, you can select it from the drop-down list here. If an
applicable fund is not listed you can add a new one by selecting the Add
New
button. - Related files - Like all other modules and sections in Argenta, you can also add an
unlimited number of related files to this department. Make sure to save your
changes first before adding related files. If you need help adding a file to this department, please see our other KB Article - Add Related File.
- Notes - If you would like to add any notes to the department you do so in the Notes section. If you need help adding a note, please see our other KB Article - Add A Note To The Notes Section.
Once these details have been added, click the "Save All Changes & Continue" button to save your changes before moving on.
2. Record Permissions tab:
This tab controls the record permissions for the department.
2. A. View Only Access:
Sometimes you want users to be able to view a record but block them from modifying that record. Individual records can be set to View Only so only master admins and users who are listed here, can edit them. To grant users permission to modify this record simply add them here. Select a user from the "Select A User To Add" drop-down menu then click the "Add Selected User" button to add the user to the view-only access permissions.
2. B. Locked Record Access:
Individual records can be locked so only master admins and users who are listed here can view or edit them. To grant users permissions for this record simply add them here. Select a user from the "Select A User To Add" drop-down menu, then click the "Add Selected User" button to add a user to the locked record access permissions.