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.

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