A "Division" effectively works as a separate entity (linked to a contact record) in the Actionstep system. It creates a clear separation of records – although these can be viewed as a whole given the correct permission sets.
Divisions give the ability for a sub-set of users to use the same processes, branding, email account while running individual sets of accounts.
Some of the properties of a division include:
- Each action is tagged to a division.
- A division will hold its own accounting transactions – requires separate entities.
- From the top level division this gives the ability to see everything happening in the system.
- Email is set at a global level – cannot have a different email address in each division.
- Shared Action types.
- Shared contacts lists – where elected.
- Division specific logo – for use in documents.
NOTE
Divisions are not suitable in all environments. Please ensure that all options are considered prior to creating a divisional structure.