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Add Department

A business is generally organized by various functions and each department contributes individually to the company. You may have various departments like Marketing department, Finance Department, Security Department etc., in your organization. You can add more departments to your organization by following the steps below.

How do I add a department?

  1. Log in as Admin.
  2. Go to Setup at the top of the page.
  3. Under 'Organization Settings' click 'Manage Departments'.
  4. Click 'Add Department'.
  5. Enter the details in the fields.
  6. Click 'Save'.

Alternatively, you can also add designations as mentioned in the steps below.

  1. Log in as Admin.
  2. Navigate to the 'Organization' tab.
  3. Click 'Department' link.
  4. Click 'Add Record'.
  5. Enter the details in the fields.
  6. Click 'Save'.

How do I edit a Department?

  1. Log in as Admin.
  2. Go to Setup at the top of the page.
  3. Under 'Organization Settings' click 'Manage Department'.
  4. Scroll your mouse over a specific department.
  5. Click 'Edit' and modify the details.
  6. Click 'Save'.

How do I delete a department?

  1. Log in as Admin.
  2. Go to Setup at the top of the page.
  3. Under 'Organization Settings' click 'Manage Department'.
  4. Scroll your mouse over a specific department.
  5. Click 'Delete'.
  6. Click 'Yes' or 'OK' to confirm.

How do I sort department?

You can sort the department either by alphabetically or by date. Follow the steps below to sort them.

  1. Log in as Admin.
  2. Go to Setup at the top of the page.
  3. Under 'Organization Settings' click 'Manage Department'.
  4. Pull down the drop down list in the 'Sorted' field.
  5. Select by Date or Alphabetically as per your requirements.

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