Argenta allows you to
categorize and associated things like constituents, events, tasks, etc.
with divisions. Divisions are sectors, separate business units or parts of a business that are divided for a specific reason.
To add a new division, select My Organization > Divisions - from the Argenta main menu on the left hand side:
This opens the Divisions listing for your organization. From here, click the "Add New" button:
This opens the Division Workspace:
In this Workspace you will find 4 tabs of information. Let's go tab-by-tab and field-by-field:
1. Division Details tab:
On this tab, you will enter the details of your division. Here you can enter:
- 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.
- Division Name - Enter the name for your new division here. This is a required field.
- Division Leader - If this division has a leader, you can select that leader by clicking the Lookup
icon, searching for and selecting the division leader from your constituents.
Once these details have been entered click the "Save All Changes & Continue" button before moving on.
2. Related Files tab:
This tab shows you the related
files that are attached to this division You can add a new file by
browsing or using the drag-and-drop box. For help adding a file to this division please see our other KB article - Add Related Files.
3. Division Notes tab:
This tab shows you all the
related notes that have been entered for this division. You can add a
new note by clicking the "Add New" button. For help adding a related
note to this division, please see our other KB Article - Add A Note To The Notes Section.
4. Record Permissions tab:
This tab controls the record permissions for the division.
4. 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.
4. 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.