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Overview

The Departments section allows the admin to create and manage departments. Users can then be assigned to the correct department when their accounts are created.

How to Create a Department

  1. Go to Organization → Departments
  2. Click + New Department
  3. Enter the department name
  4. Click Create
Create Department dialog

Bulk Operations

  • Import - Upload department records in bulk using a CSV file
  • Export - Download the full department list
Create your departments before adding users so that users can be assigned to the correct department during account setup.