Department Management 

A department is the structure used to define the teams or units in your organization. Department screen lets you create, view, edit, delete and export the departments that belong to your organization. 

• To open the Department Management screen, follow Organization Structure > Departments in the left menu.
• All departments defined in the system are listed on this screen. The department list shows basic information for each department, such as Department Name, Description.
• You can customize the columns shown in the department list to suit your needs. To do so, click Column Manager and enable or disable the columns you want to display. 

Adding a Department 

Adding a Department is the screen where you define the teams or units in your company. On this screen you can create departments that match your organizational structure and manage your user and authorization processes in a more organized way. 

• To create a new department, follow Organization Structure > Departments in the left menu.
• On the Departments screen, click the Add button to open the new department page. 

On the screen that opens, enter the basic information for the department. You can define the following: 

• Department Name: Enter the name of the department you want to create.
• Description: Add explanatory information about the department.  

After filling in the required information, click Save to create the department. Once saved, the department appears in the Departments list and is ready to be used in your organizational structure. 

Editing a Department 

Editing a Department is the screen where you update the information of departments you created earlier. On this screen you can edit basic information such as the department name and description, and delete departments you no longer need. 

• To edit an existing department, follow Organization Structure > Departments in the left menu.
• Find the department you want to edit in the Departments list. Click the three-dot icon at the far right of the row and select Edit from the menu. 

On the screen that opens, you can update the basic information of the department.  

• Department Name
• Description  

After making the necessary changes, click Save to save your updates. 

Deleting a Department 

To remove a department that is no longer used, find it in the Departments list. Click the three-dot icon at the far right of the row and select Delete from the menu. Once you confirm the deletion, the department is removed from the system. 

Exporting the Department List 

You can export your department list by clicking the Download icon at the top of the screen in Excel, CSV, PDF, XML or JSON format.