How do I add a department?
1. |
Login to your account using the username and password provided. |
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2. |
Hover Over the Users tab and click on the Users tab. |
![](https://flydocssupport.kayako.com/base/media/url/au0mR4msljPrmunxq33gV6if2dHXWlSh)
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3. |
Click on the MANAGE ROLES button. It will open a new window. |
![](https://flydocssupport.kayako.com/base/media/url/VMbLDg9DGiB2u72DUDDVrfj3faBQe4d9)
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4. |
Click on the VIEW DEPARTMENT button. It will open a new window. |
![](https://flydocssupport.kayako.com/base/media/url/Iqb3vznFel2Zuz4USEDCq6Lqz1p3TeLE)
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5. |
Click on the ADD button. |
![](https://flydocssupport.kayako.com/base/media/url/8sFPHIuYxpVkysbYuGwRK8Apq7sINQyQ)
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6. |
Select Client, Area, Enter Department, and select other relevant details. |
![](https://flydocssupport.kayako.com/media/url/ynqriAvr1I0aULGWn2CauyzWU4NILgu5) |
7. |
Click on the SAVE button. |
![](https://flydocssupport.kayako.com/base/media/url/obvuJwuLiCDH2BGGu7n2uu6AKjrdJCgw)
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8. |
It will show you the Popup window. Click on the OK button. |
![](https://flydocssupport.kayako.com/media/url/jTxT3AI6WwMuT3uMKbMUKEdHxGV7YHSb) |
How do I edit a department?
1. |
Login to your account using the username and password provided. |
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2. |
Hover Over the Users tab and click on the Users tab. |
![](https://flydocssupport.kayako.com/base/media/url/au0mR4msljPrmunxq33gV6if2dHXWlSh) |
3. |
Click on the MANAGE ROLES button. It will open a new window. |
![](https://flydocssupport.kayako.com/base/media/url/VMbLDg9DGiB2u72DUDDVrfj3faBQe4d9) |
4. |
Click on the VIEW DEPARTMENT button. It will open a new window. |
![](https://flydocssupport.kayako.com/base/media/url/Iqb3vznFel2Zuz4USEDCq6Lqz1p3TeLE) |
5. |
Select the record from the grid that you want to edit. |
![](https://flydocssupport.kayako.com/media/url/UfKlCXLQYXh4BZX0thxrEOFFRDQXxtR7) |
6. |
Click on the EDIT button. |
![](https://flydocssupport.kayako.com/base/media/url/HDX1N9ISwJ4kbY3MYOqZdXgy4q4Othtr) |
7. |
Select Client, Area, Enter Department, and select other relevant details. |
![](https://flydocssupport.kayako.com/media/url/hF223a1ODD246xRKA3KEzqocaGuG3M3J) |
8. |
Click on the SAVE button. |
![](https://flydocssupport.kayako.com/base/media/url/obvuJwuLiCDH2BGGu7n2uu6AKjrdJCgw) |
9. |
It will show you the Popup window. Click on the OK button. |
![](https://flydocssupport.kayako.com/media/url/jTxT3AI6WwMuT3uMKbMUKEdHxGV7YHSb) |
How do I delete a department?
1. |
Login to your account using the username and password provided. |
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2. |
Hover Over the Users tab and click on the Users tab. |
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3. |
Click on the MANAGE ROLES button. It will open a new window. |
![](https://flydocssupport.kayako.com/base/media/url/VMbLDg9DGiB2u72DUDDVrfj3faBQe4d9) |
4. |
Click on the VIEW DEPARTMENT button. It will open a new window. |
![](https://flydocssupport.kayako.com/base/media/url/Iqb3vznFel2Zuz4USEDCq6Lqz1p3TeLE) |
5. |
Select the record from the grid that you want to delete. |
![](https://flydocssupport.kayako.com/media/url/UfKlCXLQYXh4BZX0thxrEOFFRDQXxtR7) |
6. |
Click on the DELETE button. |
![](https://flydocssupport.kayako.com/base/media/url/0Scqifmqs7Oi4XVfeaZzElC4IHtqaJLk) |
7. |
It will show you the Popup window. Click on the OK button. |
![](https://flydocssupport.kayako.com/media/url/THauiOz67YyyoVpMpyXDOlLTSculYq5f) |
8. |
It will show you the Popup window. Click on the OK button. |
![](https://flydocssupport.kayako.com/media/url/jTxT3AI6WwMuT3uMKbMUKEdHxGV7YHSb) |
How do I view Audit Trail?
1. |
Login to your account using the username and password provided. |
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2. |
Hover Over the Users tab and click on the Users tab. |
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3. |
Click on the MANAGE ROLES button. It will open a new window. |
![](https://flydocssupport.kayako.com/base/media/url/VMbLDg9DGiB2u72DUDDVrfj3faBQe4d9) |
4. |
Click on the VIEW DEPARTMENT button. It will open a new window. |
![](https://flydocssupport.kayako.com/base/media/url/Iqb3vznFel2Zuz4USEDCq6Lqz1p3TeLE) |
5. |
Click on the Audit TRAIL button. It will open the Audit Trail page in a new window. |
![](https://flydocssupport.kayako.com/base/media/url/2wP6ghsx2cLXR2KPwHtJFVHyTSBP6bdz) |
6. |
Select require field to filter Audit Trail Report like filter by keyword, filter by operation, filter by date etc. |
![](https://flydocssupport.kayako.com/media/url/Bcs0gwCKTqga6hCJeqQZGuO8vKgqRZpu) |
7. |
Click on the Filter button. It will load data into grid. |
![](https://flydocssupport.kayako.com/base/media/url/BfsG3FXhHp8nd8R5MZPEu8WGkClueq49) |
How do I export Audit Trail?
1. |
Login to your account using the username and password provided. |
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2. |
Hover Over the Users tab and click on the Users tab. |
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3. |
Click on the MANAGE ROLES button. It will open a new window. |
![](https://flydocssupport.kayako.com/base/media/url/VMbLDg9DGiB2u72DUDDVrfj3faBQe4d9) |
4. |
Click on the VIEW DEPARTMENT button. It will open a new window. |
![](https://flydocssupport.kayako.com/base/media/url/Iqb3vznFel2Zuz4USEDCq6Lqz1p3TeLE) |
5. |
Click on the Audit TRAIL button. It will open the Audit Trail page in a new window. |
![](https://flydocssupport.kayako.com/base/media/url/2wP6ghsx2cLXR2KPwHtJFVHyTSBP6bdz) |
6. |
Select require the field to filter Audit Trail Report like filter by keyword, filter by operation, filter by date, etc. |
![](https://flydocssupport.kayako.com/media/url/Bcs0gwCKTqga6hCJeqQZGuO8vKgqRZpu) |
7. |
Click on the EXPORT button. |
![](https://flydocssupport.kayako.com/base/media/url/uEpBNsRq14U1dNqJPZBvqiiATP9gSj4i)
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7. |
It will show you Popup asking whether you want to open or save the file. |
![](https://flydocssupport.kayako.com/media/url/unDyltnhIdA1onUE7qD3HVVlLWFHvf1W) |
Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator.
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Lauren Partridge
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