This guide will explain how to add a department to your organization. If your organization has multiple departments, this feature will help organize users when viewing them in lists and org charts.



Permissions Required: You must have the department permissions granted. You must have the edit users permission granted to assign users to the department. We recommend that only system administrators have access to these functions.

 


Overview

  1. Add Department  

    1. Manually Add A Department 

    2. Upload A List Of Departments  

  2. Edit Department  

  3. Assign Users   



1.Add Department

You can add one department at a time of you can upload a list of departments. Whichever method you choose, you will edit the details of your department(s) after you add/upload them.


Manually Add A Department:

  1. Click the Structure icon in the left menu.

  2. Click the Organization Settings card.

  3. Hover your cursor over the Add icon in the bottom right and click Add Department.

  4. Here is an introduction to adding a department, click Next.

  5. Make sure the Type in a single department option is selected, then click Next.

  6. Enter the name of the department you are adding then click Next.

  7. Review your info and confirm that it is correct. If not, use the Previous button to navigate back and edit. Other wise click Finish.

  8. Click Close.


Upload A List Of Departments:

The file you upload must have a .csv extension and the first line of the file must be the header: Name.

  1. Click the Structure icon in the left menu.

  2. Click the Organization Settings card.

  3. Hover your cursor over the Add icon in the bottom right and click Add Department.

  4. Here is an introduction to adding a department, click Next.

  5. Make sure the Upload a list option is selected, then click Next.

  6. Click the Select File To Upload button.

  7. Choose your .csv file to upload then click Next.

  8. Review your info and confirm that it is correct. If not, us the Previous button to navigate back and edit. Otherwise click Finish.

  9. Click Close.



2.Edit Department

Filling out the details of each department will help complete org charts and social intranet pages. The department’s details should appear after you complete the Add Department wizard.


  1. Enter the name of the user in charge of this department in the Department Head field. You should be able to choose the user’s name from a dropdown as you start typing. This person will have administrative access to this department’s page on the social intranet. They will be able to add and remove users (including page editors), edit the department’s page, and create posts as this department.

  2. Enter the address and phone number of this department.

  3. Click on the Social Intranet Page header to expand the card.

  4. Enter the name of users who will be page editors for this department’s social intranet page. They will be able to add and remove users, edit the page, and create posts as this department.

  5. Click Select Image to upload a department image. This is how the department will be represented on the social intranet.

  6. Click on the Saved icon in the bottom right and click Save and Close.



3.Assign Users

  1. In the main toolbar, click the arrow in between Structure and Organization Settings, then select Users and Teams from the dropdown.

  2. Click the List All Users card.

  3. Select a user you would like to add to your department.

  4. Click the location dropdown and choose your department from the list.

  5. Repeat steps 3 & 4 until you have edited every user who should be assigned to the department you just created.