How to Set Up and Add Departments

This article describes how to set up and edit departments.

Updated May 17, 2024

 

 
User Permissions for Accessing This Feature
Owner Standard Administrator Flow Administrator Task Manager Guest  General
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Click on "Settings" in the lower left menu of the management screen. Once the settings page appears, select "Add" next to the department you wish to modify.

01-Dep

Please enter the "Department Name" and "Department Code*" for the new department you wish to add.

*The Department Code is a unique identifier for the department name. By creating a Department Code, you enable the distinction between departments that may share the same name within your organization.

If there is a parent department to which the new department will belong, please select it before clicking "Save."