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Departments

In this area of the platform, you will be able to create new departments and edit the departments that have already been created, including modifying the name of the department, setting it as the default department, and deleting the department if needed.

Step 1: Accessing the Departments Area:

To access the Departments area, navigate to the toolbar and click on “Departments”.

Upon entering this section, you'll find a list of departments that have already been added to the system. Each department is accompanied by its name, the number of employees it contains, and the date it was created.

Step 2: Creating a New Department

To create a new department, click on the blue button located at the top right corner labeled “Create Department”.

  • Enter the desired name for the new department.

  • Optionally, mark it as the default department where new users without a designated department will be placed.

  • Once completed, click “Create” to finalize the process.

Opt-in settings

Step 3. Editing Departments

To edit existing departments, click on the three dots located on the right side of the department you wish to modify.

3.1 Editing departments name

  • Click on “Edit” to modify the department's name.

3.2 Setting as default

  • You can directly mark a department as default from this menu.

3.3 Deleting departments

  • If necessary, you can delete a department. However, note that deleting a default department is irreversible and requires relocating its users to another department before deletion.

  • After selecting the department to move the users to, click “Delete” to remove the department from the system permanently.

Please take into account that deleting a department will also remove all related statistics. Make sure to consider this before proceeding.

 

Additionally, you can delete multiple departments simultaneously by selecting the checkboxes next to each department and clicking on the “Delete” button located at the top right corner.

Step 4: ​Searching for Departments

To search for specific departments, utilize the search bar tool located at the top left corner of the page.

Simply enter the name of the department you're looking for, and the search function will help you locate it quickly and efficiently.

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