Departments

Departments describe how your organisation is split up: a shop and a warehouse, or a kitchen and a front of house. They form a tree under the organisation itself, so a department can have departments under it.

Departments matter for access. Every member belongs to one department, and every record belongs to the department of its owner. A data role can then say, for example, that someone may change their department’s records, or their department’s and those below it.

Administrators manage departments on the Departments page.

Add a department

Under Add a department, enter its name, choose the department it sits under and choose Add department. Names are unique within the organisation.

Rename, move or delete one

In the list, each department shows how many members it has, and offers:

• Rename: give it another name.
• Move: put it under another department. Everything under it moves along.
• Delete: only for an empty department, with no members and no departments under it. Move its members first.

The organisation itself is the top of the tree and cannot be moved or deleted.

Open a department

Choose a department’s name in the list to open its page. It shows the department’s members, a page at a time, and Search members finds someone by name or email address. The organisation’s own department also lists everyone who is in no other department.

On a department’s page, Administrators can:

• Rename: give the department another name, and choose Save.
• Add member: type part of a person’s name or address, pick them and choose Add. A member is in one department at a time, so this moves them out of the one they were in.
• Remove: take a member out of the department. They move to the department above it, and the confirmation says which one. The organisation’s own department has nothing above it, so its members cannot be removed, only added to another department.

Put people in a department

You choose a person’s department when you invite them, and can move them later from their page on People. Someone in no department of their own belongs to the organisation as a whole.