Creating a department

A department is a specialized team. By default, users are not assigned to a department.

Note: The system administrator and users with the appropriate role can access these features. See What are Roles and Secured Actions?

Department Rules:

  • Departments can contain only users, and cannot contain teams. However, teams can contain departments. See Working with Teams
  • A user can belong to more than one department.
  • Departments cannot own accounts.

To create a department:

  1. Select New Department from the Administration menu.
  2. Specify the department name in the Name field.
  3. Select a default profile for the department in the Default Security Profile field. This profile is applied when the department is added to a team.
  4. Click Save.
  5. Add users to the department, using the Members tab.
  6. Add the department to teams, using the Teams tab.
Related topics