Customize & Manage Departments

Create, edit, and delete departments based on your organization’s structure. What more? You can even assign a department owner to ensure that every policy/evidence upload notification reaches them on time. 

What is this feature?

• It allows you to create, edit and delete departments.

• You can create custom departments that map to your organization's departments

• You can assign an owner for each department so that policy/evidence can be uploaded at the department level, and the owner of that department will be notified.

How it works?

a) To add department

1. Go to "settings" → "manage department"

   

2. Click on 'add department'

   

3. Enter the department name and owner. If there is no owner, select 'No Assignee'

   

4. Click on 'save', and now you should see the department added to the list.

   

b) To edit the department

1. Go to "settings → "manage department"

2. Search for the department you want to edit.

   

   Tip: You can search by both department name and owner name.

3. Click on 'edit'

   

4. Edit owner's name and click on 'save'

   

   Tip: To edit the department name, delete the existing department and create a new one.

How to delete a department?

1. Go to "settings → "manage department"

2. Search for the department you want to delete.

3. Click on 'delete'

   

4. You will receive a confirmation message. Click on 'delete' to continue.

   

How to export departments?

1. Go to "settings → "manage department"

2. Click on 'export' and save the downloaded CSV file.

   

If you have any questions or issues, please reach out to your assigned customer relationship manager. They'll be happy to assist you!