Manage Department

Manage Departments in Your Company Account

You can easily manage departments within your company using your account. Follow the steps below:

Add a Department

1. From the left-side menu, click Account Management.
2. Click Departments.
3. Click Add New Department.
4. Enter a name for the department (e.g., Finance).
5. Click Add. The department will be created and displayed in the list.

Update a Department Name

1. From the list of departments, click the options icon (⋮) next to the department.
2. Click Edit.
3. Enter the new name (e.g., change Finance to Sales).
4. Click Edit. The department name will be updated.

Assign Users to a Department

1. Click Assign User next to the desired department.
2. Select one or more users to assign.
3. Click Add. The selected users will be assigned to the department.

View Assigned Users in a Department

1. From the list of departments, click View All next to the department.
2. All users assigned to that department will be displayed.

Switch a User to Another Department

1. Click View All next to the current department.
2. Find the user and click the Modify icon.
3. Select the new department from the list.
4. Click Replace to apply the change.