Departments and sections allow you to split contacts in an organisation. This is particularly helpful if your organisation uses account codes, budget codes, or if you want to restrict certain available items to specific departments and/ or sections. 


Key Users can:


Add a Department

  1. Go to the organisation's Departments tab. 
  2. Enter a department name and add it by clicking Add New Department. 


You can then add multiple Sections within a single department.


Add a Section

  1. Find the department which you want to add a section to. 
  2. Click the Edit button which is on the left of the Department name.  
  3. Type in the name of the section then click Add new section.


Click Download Org Structure for a spreadsheet containing a list of all the departments and sections within an organisation. 


Administrative/Key users can also assign departments and sections to account codes and budget codes. 


You can bulk move jobs/users in a section to another section, or move the section to another department via the Organisation Restructure page. More information can be found here.