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MANAGING TEAMS

Creating and managing Departments

The new departments feature allows you to more closely match your companies organisational structure. It helps teams become more manageable as you can create smaller teams to be part of a wider department.

Find out more information on understanding the differences between Departments, Teams and Workgroups.

Creating a department

  1. Go to settings
  2. Tap manage Departments
  3. Add new Department

Create the departments you require.

Once all the departments are created you can look to assign users to the correct department.

Assign users to a department

  1. Go to settings
  2. Tap manage users
  3. Depending on who you want to assign to a department you filter and select in different ways. You can select a team in the top left of the filter, then use the checkbox to select all the users in that team. (Selection will only select the users on the first page, you’ll need to page forwards to select more users in the group)
  4. On the right tap assign to department and choose the correct department.
  5. This will assign the users to a department

Viewing  Departments

  1. Go to company view
  2. Select the Departments tab

Making teams private

  1. Go to company settings
  2. Toggle Restrict visibility of all groups on
  3. Now users will only be able to see the team they are a member of or teams associated to their department.
  4. This only affect Standard users and Team admins. Company and office admins still have full visibility.

Link teams to departments

  1. Go to settings
  2. Go to manage Teams
  3. Select the departments in the drop down that the team is associated with. (You can assign teams to multiple departments)

Robin Gibson
Co-Founder and Director of Design