Navigation:  Administrative Options > Departments

The Departments tab shows a list of information for all departments, including the following:

•Department Name

•Status – Active or Disabled

•Customer Approval Document – Required or Not Required

•Customer Questionnaire – Enabled or Disabled

•Dodd Frank Disclosure – Verbal Disclosure, Non Receipt or Disabled.

 

 

The User Defaults tab shows a list of all the user default departments that have been set up on the system.  

 

 

To set up a new User Default Department:

 

1.Click .

 

The Add Default Department fields open.

 

2.In the Details section, select a User and a Department.

3.Click <Save>.

or

Click <Cancel> return to the User Defaults list without saving.

 

 

 

The Group Defaults tab shows a list of all the group default departments that have been set up on the system.

 

 

To set up a new Group Default Department:

 

1.Click .

 

The Add Default Department fields open.

 

2.In the Details section, select a Group and a Department.

3.Click <Save>

or

Click <Cancel> return to the User Defaults list without saving.