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Managing Departments and Budgets

This guide explains how Organization Admins can add, edit, and set budgets for departments within the IEX Portal

Accessing Department Management

To manage your departments, you must first navigate to the dashboard or sidebar.

  1. Click the admin icon located in the top-right corner of the IEX Portal.

  2. Select "Department Management" from the drop-down menu.27-1

  3. A window will pop up from the right showing the departments and their budgets, as well as how much of the budget they have left from the total.28-1

How to Add, Edit, and Set Budgets

From the Department Management window, you can perform the following actions:

To Add a New Department:

  1. Click the "+" button.Knowledge Base-2

  2. Enter the Department name and the Budget limit.29-1

  3. Click "Save".30-1

To Edit an Existing Department:

  1. Locate the department you want to change in the list.

  2. Click the Edit next to the department name.31-1

  3. Modify the Name or the Budget and click "Save".32-1

To Set a Department's Budget:

  1. Find the department in the list.

  2. Click the Edit next to the department name.31-1

  3. Enter the amount in the "Limit" field for that department.32-1

  4. Click "Save" and the budget will save.30-1

Need further assistance? Contact our support team at support@imprintengine.com.