Working with Cost Center Information

This feature may not be available to your organization. Please check with support@kordiam.io if you need it, but cannot find it.

Purpose of the Cost Center Feature

Large organisations may have several separate teams working with Kordiam. In order to correctly allocate the Kordiam fees to these teams users need to be correctly assigned to them.

The Kordiam group feature is not a suitable tool for this as one user can be assigned to multiple groups.

The Cost Center feature enables admins to enter a simple text string such as "Cost Center A" or "Internal Comms" per user.

Entering and Editing Cost Center Information

There are two ways of assigning a user to a cost center:

• Individual assignment: Open the user profile and access the advanced settings under More Options. Find the line Cost Center and enter the information.
  
  
• Batch assignment: Go to the user list and mark the users whose cost center information you want to enter or edit. At the bottom left of the list select the cost center action. Enter the new cost center information and save it.
  
  
  This new cost center information will erase previously entered information.

Reviewing and Downloading Cost Center Information

The cost center information is made available in three places:

• In the user profile (under More Options)
• In the user list
• And in the downloadable user list files (via the download link in the upper right corner of the user list)