Within settings, the Organization Owner(s) may create departments, add users to departments, and assign department managers. Department managers can add and remove users from their assigned department(s), as well as assign and revoke additional Department Managers within their assigned department. For more information on what it means to be a Department manager, review our Roles here.
To Create a Department
Click Settings From the left menu
Click Departments
Click Add New Icon
Give Department a Name
Click Create button
To Add Users to a Department
Navigate to the Department within Settings
Click Add User Button
Check any applicable users
Click Confirm
To Assign a Department Manager
Navigate to the Department within Settings
Find (or add) the user
Click the three-dot hamburger menu to the right of the user and choose Make Manager
To Revoke a Department Manager
Navigate to the Department within Settings
Find (or add) the user
Click the three-dot hamburger menu to the right of the user and choose Revoke Manager
Note: If there is more than one user in the department, there must be a department manager assigned before you can revoke another user's department management role. There is one exception: You may revoke a department manager assignment without first assigning a new department manager only when that user is the only user in the department.
Only Owners or Department managers of the specific department can assign/revoke a Department Manager.
To Remove Users from a Department
Navigate to the Department within Settings
Check the box next to the user name
Click Remove User Button
OR
Click three-dot hamburger menu to the right of user and choose Remove User
Note: If the user you are attempting to remove is a Department Manager role, you must first set a new manager (if there is not one already) and revoke management role.
To Delete a Department
Remove all users
Click Delete
Click Delete from pop up modal
To Rename a Department
To rename a department, simply change it in the Department Name field.
