Create departments

Purpose

Departments organize people and are selected when creating users; they are not the same as permissions.

Before you start#

• Company details in Settings

Step by step#

1. 1

   Open Settings → Departments.

2. 2

   Click New Department (New on mobile).

3. 3

   Enter the area's name and description; create only areas that actually exist in the company.

4. 4

   Confirm creation and check the department in the list.

5. 5

   Use Edit to update the name/description; check associations before deleting a department.

6. 6

   Create the departments before inviting people. Creating an area does not automatically grant all actions to its users.