Departments
Organise users by department to reflect your company structure and simplify filtering.
Departments represent your organisation's internal structure—teams like Engineering, Marketing, or Finance. Unlike Groups, which are flexible and can be created for any purpose, Departments typically mirror your company's org chart.
Departments vs Groups
| Feature | Departments | Groups |
|---|---|---|
| Purpose | Reflect company structure | Flexible user collections |
| Assignment | One per user | Multiple per user |
| Created by | Admins/Owners | Admins/Owners |
| Use case | Filtering, reporting | Assignment targeting |
When to Use Each
Use Departments to categorize users by their team or function. Use Groups for assignment-focused collections like "New Hires" or "Safety Officers" that may span multiple departments.
How Departments Work
Each user in your organisation can be assigned to one department. This assignment:
- Appears on their profile
- Enables filtering on the Users page
- Shows in reports and exports
- Helps admins find users quickly
Assigning Users to Departments
During Invitation
When inviting new users, you can pre-assign them to a department. The user will be placed in that department when they accept the invitation.
For Existing Users
Users can update their own department from their Profile settings:
- Navigate to Settings > Profile.
- Select a department from the Department dropdown.
- The change saves automatically.
Admins can also update a user's department:
- Navigate to Manage > Users.
- Click on the user to open the action bar.
- Click Edit User.
- Select a new department.
- Click Save.
Filtering by Department
On the Manage > Users page:
- Click the Filter button.
- Select Department.
- Choose one or more departments to filter by.
- The user list updates to show only matching users.
This filtering is useful when you need to:
- Review all users in a specific team
- Check completion rates by department
- Export a department-specific user list
Managing Departments
Department configuration is managed at the organisation level. Contact your organisation administrator to:
- Add new departments
- Rename existing departments
- Remove unused departments
Default Department
New users who don't have a department assigned will appear with a default or unassigned status until they or an admin sets their department.