Organize positions in departments

Departments help group related positions within a company. They can be arranged in a hierarchy to clarify your organizational structure and communication flows. You can also also assign a color to each department you create. Those colors appear in the org chart, making it easy to visualize different departments.

Creating a department

1. Click the gear icon on the top right of your screen.

2. Select User management in the dropdown.

3. Click Actions and select Manage departments.

4. Click Create and enter a department name.

5. Select a parent department and click Save.

Assigning positions to departments in bulk

A position can only be added to one department.

1. Click the gear icon on the top right of your screen.

2. Select User management in the dropdown.

3. Select users in the table.

4. Click Assign and select Assign department.

5. Search for and select a department.

6. Click Assign.

Editing a department

You can rename a department or change the assigned color.

1. Click the gear icon on the top right of your screen.

2. Select User management in the dropdown.

3. Click Actions and select Manage departments.

4. Click the 3-dot icon and select Edit.

5. Update the name or select a different color.

6. Click Save.

Deleting a department

Deleting a department doesn’t delete any positions.

1. Click the gear icon on the top right of your screen.

2. Select User management in the dropdown.

3. Click Actions and select Manage departments.

4. Click the 3-dot icon and select Delete.

5. Click Delete to confirm.