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Departments

Required Permission
Add/Edit Users - You must have the Add/Edit Users permission to access this setting.

Organize your team into functional departments.

Overview​

Departments help you organize your team members into logical groups based on their function within your company. This organization is used for filtering, reporting, and assigning work.

Accessing This Setting​

  1. Go to Settings > Company > Departments

Configuration Options​

Creating Departments​

  • Department Name - Display name for the department
  • Description - Optional description of the department's function
  • Active Status - Enable or disable departments

Common Departments​

  • Sales
  • Design
  • Production
  • Administration
  • Accounting

Using Departments​

Departments are used for:

  • Filtering team members in lists and reports
  • Assigning activities by department
  • Department-based reporting
  • Organizing the calendar view