COMPANY ADMIN GUIDE

Create Department

Add a new department to your company structure — set name, description, parent department, and status.

Creating a New Department

From the Departments page, click + Add Department to create a new department. Define the department details, set its position in your organizational hierarchy, and activate it in your system.

Department Information

1

Name*

Enter the department name (required). Example: "Sales", "Engineering", "Human Resources", "Marketing".

2

Description

Optional: Add a detailed description of the department's purpose, responsibilities, and role within the company.

Department Hierarchy

1

Parent Department

Select a parent department if this is a sub-department (optional). Leave blank to create a top-level department. Example: Select "Operations" as parent if you're creating "Field Operations".

Department Status

1

Status Toggle (Active)

Toggle the status to mark the department as Active (enabled and visible) or Inactive (disabled or archived). Most new departments should be set to Active upon creation.

Preview Panel

As you fill in the form, the preview panel on the right shows how the department will appear:

  • Name — Department name display
  • Parent — Parent department reference (if set)
  • Level — Hierarchy level in the structure
  • Status — Active or Inactive badge

Saving the Department

Once you've completed all required fields:

  1. ✓Click Save Department to create the department and add it to your company structure.
  2. ✓Click Cancel to discard changes and return to the Departments list.
Tip: Use clear, descriptive department names that reflect your organizational structure. Create parent-child relationships to represent your company hierarchy and make it easier for employees to identify their departments.