Departments
Manage your workspace departments to organize users and align team responsibilities.
Departments
The Departments module allows you to structure your workspace by grouping users into functional departments such as Engineering, HR, Sales, or Marketing.
This helps keep your organization structured and improves reporting, permission management, and workflow organization.
You can access this module from:
Settings → Workspace → Departments
Department Management
This section displays all departments created in your workspace.
Each department row includes:
- Department Name
- Description
- Type (Standard or Custom)
- Actions – Edit and Delete
Departments created by users are marked as Custom.
Creating a Department
To create a new department:
- Click + Create Department.
- Fill in the Department Name (required).
- Optionally, add a Description to help team members understand the purpose of the department.
- Click Create Department to save.
Once created, the new department will appear in the list as a Custom department.
Editing a Department
Click the Edit (✏️) icon to:
- Update the department name
- Modify the description
Changes are applied immediately after saving.
Deleting a Department
To delete a department, click the Delete (🗑️) icon.
⚠️ Important:
If users are associated with the department, you may need to reassign them before deletion.
Use Cases
Departments can help organize:
- User groups based on function (Sales, HR, Engineering)
- Reporting and segmentation
- Permission assignments when used together with Roles & Permissions
- Workflow organization in large teams
Best Practices
- Keep department names consistent with your organization’s structure.
- Use descriptions to clarify department responsibilities.
- Periodically review departments to keep your workspace clean and up-to-date.