2. Departments
Once you have created your subsidiaries, you must create Departments.
Departments are the core organizational unit. Every user must be assigned to a department, and workflows are often linked to specific departments.
How to Manage Departments
- Navigate to Admin Setup > Departments.
- Click "Add New Department".
- On the create page, you must provide two pieces of information:
- Subsidiary: Select the parent subsidiary this department belongs to.
- Department Name: The name of the department (e.g., "Finance", "IT").