Help / People and access

Departments

Create departments such as Sales or Accounts and use them to group your employees.

Departments group your employees, for example Sales, Accounts or Front Desk. Open Departments from Company > Departments. Departments use the Staff permission, so you need Staff view to see the page.

Add a department

1. Select Add Department. A row opens at the top of the table.
2. Type a Department name and, if you like, a Description.
3. Select Save. (Select Cancel to close without saving.)

The name is required: "Please enter department name."

Edit a department

1. Select the pencil icon in the Action column.
2. Change the name or description in the row.
3. Select Save.

Delete a department

Select the bin icon. Legasum asks "Delete this department? Users assigned to it will be unassigned." Confirm to delete it. The people in it stay in your company but no longer have a department.

Use departments

• Choose a department when you invite an employee or edit one.
• On the Employees page, use the department filter to see one department at a time.

Permissions

Use Search above the table to find a department by name. See Roles and permissions to change what a role can do.