Departments & sub-departments

To get started with departments and sub-departments navigate to:

1. Click the side menu ☰ in the upper left corner.
2. Click Administration.
3. Click Other.
4. Click Departments.

To add a new department / sub-department, enter the Departments module and then:

1. Click the plus sign in the top right corner, to add a new department.
2. Give it a name.
3. Select where in the hierarchy it should sit. The highest level in the hierarchy is named the Top level department.

To manage existing departments and sub-departments:

• To delete, click the trash can icon.
• To edit, click the pen icon.

Note: If moving a sub-department that contains additional nested departments, all underlying departments along with their associated users will be moved

In the attached images you can see:

1. Creation of new department or sub-department.
2. Top level departments.
3. Sub-departments.
4. Edit, move or delete the sub department.
5. Edit name of/or delete top level department.

To structure users into departments and sub-departments, follow the steps below:

1. Click the side menu ☰ in the upper left corner.
2. Click Administration.
3. Click Users.
4. Select a user.
5. Click the Departments dropdown.
6. Select desired department.
7. Click Set.
8. Click Save.

Filtering by departments is available through a drop-down that supports both top-level departments and sub-departments. This filter can be used in the company directory by all users, and in Statistics → Reports by users with access to the statistics module.

Q: Where do I manage departments and sub-departments?
A:
Departments and sub-departments are managed in the administrator module.

1. Click the side menu ☰ in the upper left corner.

2. Click Administration.

3. Click Other.

4. Click Departments.

Q: What is a top-level department?
A:
A top-level department is the highest level in the department hierarchy. It is not placed under another department and can contain one or more sub-departments.

Q: How do I create a new department or sub-department?
A:

1. Navigate to Administration → Other → Departments.

2. Click the plus icon in the top-right corner.

3. Enter a department name.

4. Select where it should be placed in the hierarchy.

5. Click Save.

Q: How do I edit, move, or delete a department or sub-department?
A:

1. Navigate to Administration → Other → Departments.

2. Locate the department or sub-department.

3. Use the edit or delete icons to make changes.

Note: If a sub-department contains additional nested departments, all underlying departments and their associated users are moved together.

Q: How do I assign a department or sub-department to a user?
A:

1. Click the side menu ☰ in the upper left corner.

2. Click Administration.

3. Click Users.

4. Select a user.

5. Open the Departments drop-down.

6. Select the desired department or sub-department.

7. Click Set and then Save.

Q: Who can filter users by department or sub-department?
A:
Filtering by departments and sub-departments is available to all users in the company directory.
Users with access to the statistics module can also use department filtering in Statistics → Reports.

Q: Does setting up departments affect existing users?
A:
No. Departments and sub-departments are fully backward compatible and do not affect existing user structures or assignments unless changes are actively made.