Departments

Organise your people into departments — the simple structure the rest of your workspace builds on.

Departments lets you group your team into divisions like sales, support or operations. Administrators and team leads reach for it to give the workspace a clear shape that other apps can sort and report by.

What you can do

• Create departments and give each one a clear name.
• See every department with its members at a glance.
• Add and remove team members from a department.
• Link contacts to a department so accounts sit with the right division.
• Search departments and find who works in each one.
• Update or remove a department as your structure changes.

How to use it

An administrator switches Departments on from Settings → Apps. Once enabled, it appears in your navigation and a new department can be added from the explorer.

Create a department for each part of your business, then assign team members to it. As your structure evolves, move people between departments and link the relevant contacts so customer and supplier accounts line up with the team that owns them. Other apps then let you filter and report by department wherever it's useful.

Working with your agent

Describe the structure you want and your agent builds it — creating departments, moving people and linking accounts for you.

You:    "Create a Customer Success department and move Priya and Sam into it"
Agent:  Creates the department and assigns both team members, confirming the change.

How it fits

Departments give shape to your Team and to HR employee records, and let you tie Contacts to the division that handles them. Reports across Accounting and other apps can be filtered by department, and your agent can create departments and manage membership on request.

Tip. Keep departments broad — a handful of clear divisions is far easier to report on than a long list of narrow ones.