This article will teach you to set up the platform to reflect the organization of your company.
In the Departments menu, you can always create, edit, and delete departments, but you also find the ones you have made previously easily by using the search function. This is where you set up the department structure by choosing a Parent department.
To search for a department, you can either type in the name of the department in question or look through the department structure. Each arrow next to a department name indicates that there are one or more sub-departments below.
To create a new department, click Create department and fill in the form.
When creating a department, some features are mandatory to fill out, while others are optional. You must pick a name, a parent department and the branding for each department since this determines the structure and ensures that no department is the same.
Quick tip💡
If you want to, you can add an address to the departments to make it easier for you to differentiate between them - this is often used when having many different departments with similar-sounding names.
If you want to learn more about how the Branding feature works, please check out our article "Personalize your platform using Branding".
If you later want to edit any of the information, change Branding or parent department, simply click the three dots next to the department name. It is the same process if you want to delete a department - just click delete instead. If you are nervous about deleting something by mistake, you don't need to worry. A pop-up will appear asking if you are sure you want to delete it.
Please note that a department with users assigned to it cannot be deleted. First, reassign all relevant users to other departments before deleting them.
If you have any questions, please feel free to contact our support team🚀