**Note: This content is intended for system administrators and is technical in nature**
Your PractiFI instance can be configured by using divisions to signify different parts of your business. Here, you can also customize the labels you apply to divisions. Before adding sub-divisions, ensure that you have first added your parent division(s).
Please note: Adding divisions to your firm will not automatically implement sharing rules or sharing settings within your organization. If your firm has specified sharing scope or rules within your organization, you may not be able to follow the steps below.
To add a division:
- Within your Practifi organization, navigate to your parent division by selecting their tab on the left-hand menu or searching for their name within your organization.
- Once within the parent division, select the Basics tab on the left-hand menu.
- Within the Basics page, ensure that the Basics subtab is also selected. If needed, select this subtab.
- Under the Related Divisions/Firms/Practices section, select the Add button.
- Enter the division's information, including their name and location. If necessary, the Parent field can be changed to reflect the appropriate division under which this newly created division should nest.
- Once all information is entered, select Save to finalize the creation of this division.
To edit a division:
- Within your Practifi organization, navigate to your parent division by selecting their tab on the left-hand menu or searching for their name within your organization.
- Once within the parent division, select the Basics tab on the left-hand menu.
- Within the Basics page, ensure that the Basics subtab is also selected. If needed, select this subtab.
- Under the Related Division/Firms/Practices section, select the pencil icon beside the division you would like to change.
- Make the necessary edits to the division's information.
- Once all the information is changed, select Save to finalize your changes.
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