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Department Common Tasks

Overview​

Use this page to quickly find the most common department management tasks. This is helpful when you need a starting point for setting up departments, maintaining department structure, or assigning department access.

Permissions / Access​

Who can perform this action?

  • Department Manager
  • Company Manager

Admin Dashboard -> Departments

Steps​

  1. Navigate to Admin Dashboard.
  2. Select the Departments tab.
  3. Review the available department actions.
  4. Open the guide that matches the task you want to complete.

Result​

  • You can access the correct department workflow for the task you need to complete.
  • You can move directly to detailed instructions for department management tasks.

Notes / Tips​

  • Start with department structure tasks before assigning users to departments.
  • Use the linked articles below for task-specific instructions.

Troubleshooting​

Common issue: You are not sure which department page to use.

Solution: Use Manage Departments for structure changes and use Assign Department Users and Managers for role assignments.

Common issue: A department option is missing.

Solution: Confirm your role has department management access.