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Departments

This page is where you manage your organization's department list. Departments are used for user assignments, workflow rules, and reporting across the platform.

Departments

Managing Your Department List​

From this page, you can:

  • View all configured departments
  • Add new departments
  • Remove departments you no longer need

How Departments Are Used​

Departments are referenced in several areas of the platform:

  • You can assign users to departments for organizational tracking
  • Workflow rules and routing logic can reference departments
  • Reports and analytics can be filtered by department
  • Permissions and visibility settings can be scoped to specific departments

Saving Changes​

Important: After adding or removing departments, click Save Changes to commit your updates. Changes are not automatically saved and will be lost if you navigate away without saving.

Best Practices​

When managing departments:

  • Use clear, consistent naming conventions
  • Consider how department changes might affect existing user assignments
  • Review workflow configurations that reference specific departments
  • Coordinate department changes with your team to avoid disruptions

Initial Synchronization​

Your department data is imported from Entra ID during setup. Keep in mind:

  • This is a one-time import, not an ongoing sync
  • After the initial import, you manage the list manually
  • Future changes in Entra ID will not automatically update this list