Setting up entities

Users can only belong to organizations, departments, locations and/or groups that have existing records of their own. To setup your entities:

1-  Add a record for each known organization using the information and instructions in the Organizations chapter of this manual.

2-  If departments are to be used in your structure, activate the Departments feature and add a record for each known department using the information and instructions in the Departments chapter of this manual.

3-  If locations are to be used in your structure, activate the Locations feature and add a record for each known location using the information and instructions in the Locations and Regions chapter of this manual.

4-  If groups are to be used in your structure, add a record for each known group using the information and instructions in the Groups chapter of this manual.