Creating divisions

Divisions are used to group users within an organisation. This is where the Shared Role flag in the User Role becomes useful. If the Shared Role is set to Yes, the User Role is visible to all divisions. This is an advantage as a User Role created with certain User Rights is available to standardise P2iMain Dashboard access across a Funded Organisation.

When a new Supplier is registered, a default Division is created. Until new divisions are created all Users and User Roles will be created within the default division.

Warning A new division can only be created if there is a user available to serve as the Division Manager. Each User can only serve as the manager for one division.

To create divisions:

  1. Click the Divisions tab.

  2. Click create button.

  3. Enter the Division Name and Description.

  4. Select a Division Manager.

  5. Click Save Button.

  6. The new division will display in the list.

Note Users can now be assigned to this Division. Refer to Create a user.