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Creating relations, Workflow, Creating a company – EVS IP2Archive Configurator Version 1.0 - July 2013 User Manual User Manual

Page 49: Creating a department

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6.1.3.

Creating Relations

Workflow

When creating contacts and users, you always have to proceed in the following order:

1. Create a company.

2. Create a department for a company.

3. Create a contact.

4. Turn the contact into a user.

Creating a Company

To create a new company, proceed as follows:

1. Open the Relations pane.

2. In the Company Data area, click the New button

.

3. In the Company Name field, enter the name of the new company.

4. Click the Save button to save the new company.

Creating a Department

Each company can consist of one or more departments. To create a new department for a
company, proceed as follows:

1. Open the Relations pane.

2. In the Companies area, search and select the company you want to create a new

department for, or create a new company first.

3. Open the Departments tab.

The names of the existing departments are displayed under the Company field.

IP2Archive - User Manual - Configurator Version 1.0

6. Managing Relations and User Rights

45