- Go to the “Users and Permissions” section.
- In the “Users” section, click on the “>” icon.
- Click on “Manage organizational units” to manage teams or departments in the Organizational Structure.
- To view the currently registered departments and teams, click on the “>” icon of the desired company.
- Click on the icon of the department or team to which you want to add users.
- Two boxes will be displayed, where users can be moved from one side to the other to add users to a department or team.
- Select the department and/or team to which you want to add user(s).
- Select the department and/or team from which the users will be obtained.
Note: In this example, we will add users from the Research & Development department to the Marketing team of the Commercial department. - Select the users to add and click on the corresponding arrow.
- You will see the users’ movement reflected. Click the “Save” button to save the changes.
- Click “Yes” to confirm the changes made.
- A success message will be displayed.