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Departments organize Visibility reporting, spend attribution, and manager-scoped access. Workspace administrators manage them from Settings → Departments.

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Create a department

1

Open Departments

Open Settings → Departments, then select Add department.
2

Describe the department

Enter a unique Name and, when useful, a Description.
3

Assign managers

Select one or more Managers. A manager must be represented as an employee in the department they oversee.
4

Add the department

Select Add department, then open it to add people.

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Change a department

Open a department and select Edit department to change its name, description, status, or managers. Select Add people to change membership, then verify that people and activity roll up to the intended department.
An organization administrator cannot simultaneously be assigned as a department manager. Change the person’s organization role to Member before assigning manager scope.

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Delete a department

Open the department, select Delete, and confirm the action. Review and reassign its people first so reporting and manager access do not lose their intended organizational context.

Understand organization scope

See how departments, managers, members, and observed employees differ.