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Managing Departments

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Adding a new department

  1. Select “Organizational Structure” from the navigation menu.
  2. Select “Manage Departments“.
  3. Click the button “New Department“.
  4. Input the
    1. Name: The name of the department. (E.g. Customer Support)
    2. Abbreviation: (E.g. CS)
    3. Status: Select the status from the drop-down menu; set it to Active or Inactive.
    4. Description: Optional; add a description to that department.
    5. Assigned Manager: Select a manager (from pre-added employees) that you would like to assign the department to from the drop-down menu.
  5. Click “Save” once you’re done.

Editing a department

  1. Select “Organizational Structure” from the navigation menu.
  2. Select “Manage Departments“.
  3. Click the department you wish to edit. 
  4. Click the button “Edit“.
  5. Make needed edits.
  6. Click “Save” once done.

Deleting a Department

  1. Select “Organizational Structure” from the navigation menu.
  2. Select “Manage Departments“.
  3. Click the department you wish to delete. 
  4. Click the button “Delete“.
    • Note that you cannot delete a department that has been assigned to employees/users.


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