Departments are a fantastic way to organize your users and delegate responsibility. While Organization Owners are the ones who create departments, they can assign Department Managers to help run the show.
If you are a Department Manager, you have the power to add or remove users within your specific department, and you can even bring on other managers to help you out. (Curious about exactly what a Department Manager does? Check out our Roles Guide).
Departments play a key role in your procedures. Department Managers are responsible for approving procedures for their department. It can also be a way to restrict visibility of procedure.
How to Create a New Department
Ready to set up a new team?
Click Settings in the left-hand menu.
Select Departments.
Click the New Department button.
Type in a name for your new department.
Hit the Create button, and you are all set.
Building Your Team
Adding Users
To get people into the right department:
Go to the Department you want to add users to by clicking the departments drop down menu and select the one you want.
Click the Manage Members button.
Check the box next to anyone you want to add and click Add.
Removing Users
If someone moves to a different team or leaves:
Head to the Department in Settings.
You can right click on the user's row and select Remove User.
Head's Up: If the person you are removing is a Department Manager, you will need to assign a new manager and revoke their management role first.
Managing Department Managers
Sometimes you need to delegate. Only Owners or existing Department Managers can handle these assignments.
To Promote Someone: Find the user in the list, click the three-dot menu next to their name, and choose Make Manager.
To Demote Someone: Click that same three-dot menu and choose Revoke Manager.
Important Rule: You cannot leave a department without a leader. If there is more than one person in the department, you must assign a new manager before you can revoke the current one. The only exception is if the manager is the only person left in the department.
Renaming or Deleting
Renaming: Just need to fix a typo or update the team name? You can edit the Department Name field directly.
Deleting: If a department is no longer needed, first remove all the users from it. Once it is empty, click Delete and confirm your choice in the pop-up.