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Departments

The Departments page provides a centralized interface for managing your organization's department structure. This master list of departments serves as the foundation for user assignments and workflow configurations throughout the system.

Departments

Managing Your Department List​

From this page, you can:

  • View all departments currently configured in your system
  • Add new departments to reflect organizational changes or growth
  • Remove departments that are no longer needed
  • Maintain an accurate department structure for your organization

How Departments Are Used​

Departments play a key role throughout the platform:

  • User Assignment: Assign users to specific departments for organizational tracking
  • Workflow Integration: Utilize departments in workflow rules and routing logic
  • Reporting and Analytics: Filter and organize data by department
  • Access Control: Department-based permissions and visibility settings

Saving Changes​

Important: After making any modifications to your department list—whether adding new departments or removing existing ones—you must click the Save Changes button 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 initially imported from Entra ID during setup. Please note:

  • This is a one-time import, not an ongoing synchronization
  • Departments are fetched from Entra ID when first configured
  • After the initial import, you can manually add or remove departments as needed
  • Future changes in Entra ID will not automatically update this list