Assigning Boards to Divisions in Ontraccr

🏢 Assigning Boards to Divisions in Ontraccr
 

Overview

Divisions in Ontraccr let you organize your business into separate units (e.g., departments, offices, or service lines). When you create a board, you can assign it to one or more divisions — this helps with user access, visibility, and reporting.

🎯 When to Use This

Assign divisions when:

• Your company has multiple departments or locations (e.g., HR, Estimating, Service)
• You want boards to be visible only to specific groups of users
• You need to filter or report by division later

🧩 How to Assign a Board to Divisions

You’ll be prompted to do this during board creation.

1. Click the ➕ Plus Icon to create a new board.
2. In the “Division” section, select one or more divisions from the dropdown list.
3. If your company has only one division, the board will be assigned to the default division automatically.
4. Click Submit to finalize the board setup.

✅ The board is now associated with the selected division(s).

📝 Notes

• Divisions help segment your boards without needing separate accounts or workspaces.
• You can assign a board to multiple divisions if it applies to more than one group.
• Boards will appear to users only if they have access to the division it's assigned to (based on permissions).

✅ Example Use Case

• You’re setting up a Procurement Tracker Board for two offices:
  • Select “Toronto Division” and “Vancouver Division”
  • The board becomes visible to team members from both offices (if permissions allow)

🧠 Tips & Edge Cases

• You can NOT edit the division assignment later so it’s important to select the relevant division correctly during Board creation.
• If users report not seeing a board, check:
  • Their user role permissions
  • Whether they belong to the board’s assigned division
• Divisions do not limit workflows — they’re just for organizing and filtering