If you need to modify the department of an existing member or add a new member to your organization or team's account, you can utilize the departments you have previously created.
1. Admin console
Upon logging into Morningmate, access the Admin Console by selecting it at the bottom of the left-hand menu bar.
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2. Updating departments for members
To add or change departments for members, navigate to the Admin Console and select "Manage members". You will find a list of all the members in your organization or team.
Updating departments individually
To update a member's department, simply click on their name and make the necessary changes. This method is useful when only a few individuals are changing departments.
Selecting the department
To make changes to a department, you can search for it in the dropdown menu and select it.
From the organizational chart
Click on an organizational chart icon and choose a department from the options provided.
Changing departments for several members at once
To change departments for multiple members at once, select them together and apply the changes. This feature is particularly helpful when you need to add several members to a new department or during a restructuring process.
- Select the members you want to make changes for and click on "Edit department".
Selecting a department with a keyword or an organizational chart
To make changes to departments, you can either search for a specific department by typing in a keyword and selecting from the dropdown menu or choose a department from the organizational chart.
2. To add a department for a new member:
For individual additions
Navigate to "Manage members" and select "Add members one by one" to input the required details and assign a department by either searching or choosing from the organizational chart.
For multiple additions
To add departments for multiple members simultaneously, you can utilize an Excel file to make the changes in bulk.
Go to "Manage members" > "Add multiple members"
Downloading an Excel file
Adding department codes to the Excel file
To add department codes for multiple members, download the Excel file and include the codes along with their information. You can create department codes by adding departments to the organizational chart.
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For department codes to be valid, you must first add departments to the organizational chart. Once you have added all the members, you can then add the departments separately. |