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CORE GUIDE TOPIC · departmentheads

About these instructions

This reader standardises presentation, not the entire procedure library. The original instructions, version labels and warnings are retained. Some topics describe the local Windows hub or earlier interface labels. They must not be read as proof that all desktop setup, imports or recovery work is available in the hosted browser.

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User instructions

Designate department heads

Membership and leadership are separate decisions

  1. Open Admin → Departments and select the responsible team. Add the relevant users under Manage members first.
  2. Choose Department heads…, select the enabled members who should lead this team, enter a reason and save. More than one head is permitted.
  3. In Users & access → Permissions, grant Tasks view. Grant Task management plus Inventory view only when this person must create or reassign work. Grant Tasks perform when they will record verification results.
  4. A designated head can view and review private tasks for that department. Ordinary members, heads of other departments and unrelated Supervisors cannot open them.

Removing a person from the department, disabling their account or removing task access stops their head access. Existing task results and authorship remain unchanged. Current assignments can block retiring a department until the work is resolved or reassigned.