Departments

Departments help organize users and manage access by organizational structure.

Overview

Set up your organization's departmental structure. Departments are used to group users, control access, and generate reports by department.

Page Layout

• Add Department button - Create new department
• Search - Find departments
• Departments Table - List of all departments

Department Information

Each department has:

Field	Description
Department Name	Name of department
Department Code	Short code
Description	What the department does
Manager	Department head
Parent Department	For hierarchical structure
Status	Active/Inactive

Common Tasks

Creating a Department

1. Click + Add Department
2. Fill in details:
   • Name - Department name
   • Code - Short code (e.g., HR, IT)
   • Description - Brief description
   • Manager - Select department head
   • Parent - If this is a sub-department
3. Click Save

Editing a Department

1. Find department in list
2. Click Edit
3. Update information
4. Click Save

Creating Sub-Departments

1. Click + Add Department
2. Fill in details
3. Select Parent Department
4. Save

Example hierarchy:

Engineering
├── Software Development
├── Quality Assurance
└── DevOps

Deactivating a Department

1. Open department
2. Change status to Inactive
3. Save

Note: Deactivating doesn't affect user assignments - reassign users first.

Department Hierarchy

Create organizational structure:

• Parent Departments - Top level
• Sub-Departments - Under parent
• Multiple Levels - Deep hierarchies if needed

Department Usage

Departments are used for:

• User Assignment - Group employees
• Access Control - Limit access by department
• Reporting - Department-specific reports
• Approval Workflows - Department-based approvals
• Organization Charts - Visual structure

Tips

• Match Reality - Reflect actual org structure
• Clear Names - Use understandable names
• Unique Codes - Make codes distinct
• Assign Managers - Every department needs a head
• Update Promptly - Reflect org changes

Related Pages

• Users - Assign users to departments
• Roles - Permission by role
• Company Information - Company settings

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💡 Note: Department structure affects reporting and can influence access permissions.