Live Entertainment Onboarding: Department Management

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Managing Departments as a Company Admin

If you are assigned as a Company Admin within Live Entertainment Onboarding, you can configure departments that cascade to every project within your company. 

Project admins within your company will still be able to add or disable their own departments. 

Adding a Department

To create a department at the company level, click on Companies in the top navigation and then find and click the company in the list:

With the company open, click on the Departments tab and then click + Add department:

Enter a department ID and a department name. Once entered, you can either click Save and add another or click Save:

Editing or Deleting a Department

If you need to edit a department’s details after saving, click the pencil icon. If you need to delete one, click the trash can:

Activating or Deactivating a Department

You can activate or deactivate departments via the “Status” column by toggling them on or off:

Within the departments window, you can view “Active” vs. “Inactive” by clicking on the relevant tab:

Departments you create as a company admin (in addition to the “General” department) will show as “Inherited” at the project level for your project admins:

Project admins can deactivate inherited departments if needed. 

Managing Departments as a Project Admin

As a Project Admin, you can:

• Add departments
• Edit department details
• Activate/deactivate departments
• Assign employees to departments

Adding a Department

With your project open, click Settings and then click Departments:

You will see the list of departments for your project, including inherited ones that were set up at the company level. 

To add a department, click + Add department:

Enter a department ID and a department name. Once entered, you can either click Save and add another or click Save:

Editing or Deleting a Department

If you need to edit a department’s details after saving, click the pencil icon. If you need to delete one, click the trash can:

Activating or Deactivating a Department

You can activate or deactivate departments via the “Status” column by toggling them on or off:

Within the departments window you can view “Active” vs “Inactive” by clicking on the relevant tab:

Assigning Employees to a Department

You can assign a department to an employee:

• When creating an invite/onboarding them
• Via the “Employees” tab within the “Project Details” tab for the employee

Assigning During Onboarding

When creating the invite, use the “Department” dropdown to select the department:

Assigning/Updating from the Employees Tab

On the “Employees” tab, find the row of the employee and click the three vertical dots button, then click Project Details:

Scroll down and use the department dropdown to assign/update the employee’s department. Click Save Changes: