Department Common Tasks

Overview

Use this page to quickly find the most common department management tasks. This is helpful when you need a starting point for setting up departments, maintaining department structure, or assigning department access.

Permissions / Access

Who can perform this action?

• Department Manager
• Company Manager

Navigation Path

Management Console -> Departments

Steps

1. Navigate to Management Console.
2. Select the Departments tab.
3. Review the available department actions.
4. Open the guide that matches the task you want to complete.

Result

• You can access the correct department workflow for the task you need to complete.
• You can move directly to detailed instructions for department management tasks.

Notes / Tips

• Start with department structure tasks before assigning users to departments.
• Use the linked articles below for task-specific instructions.

Troubleshooting

• Issue: You are not sure which department page to use.
• Solution: Use Manage Departments for structure changes and use Assign Department Users and Managers for role assignments.
• Issue: A department option is missing.
• Solution: Confirm your role has department management access.

Related Articles

• Manage Departments
• Assign Department Users and Managers