Departments

Overview

Departments help you organize staff by their functional role within the company. Common departments include Sales, Marketing, Compliance, Finance, and Customer Support. Staff members can be assigned to departments when creating or editing their accounts.

Pre-configured Departments

The system comes with pre-configured departments commonly found in financial services companies:

Assigning Staff to Departments

Step-by-Step Process

1. Create or Edit Staff: Go to Organization > Staff Members and create or edit a staff member
2. Select Department: In the Organization Assignment section, choose the appropriate department
3. Save Changes: Click save to apply the department assignment

Notes

• Staff can only be assigned to one department at a time
• Department assignment is optional but recommended
• Changes take effect immediately

Viewing Department Members

From Staff List

1. Go to Organization > Staff Members
2. Use the department filter
3. View all staff in that department

From Department Page

1. Go to Organization > Departments
2. Click on a department
3. See all assigned staff members

Creating Custom Departments

If the pre-configured departments don't meet your needs:

1. Go to Organization > Departments
2. Click "Add Department"
3. Enter the department name
4. Add an optional description
5. Save the department

Editing Departments

What Can Be Changed

• Department name
• Description
• Status (active/inactive)

Impact of Changes

• Name changes appear immediately
• Staff assignments are preserved
• Inactive departments still show assigned staff

Best Practices

1. Assign Every Staff Member: Better organization and filtering
2. Use for Quick Filtering: Find staff members by department easily
3. Review Regularly: Update assignments when responsibilities change
4. Clear Naming: Use names that clearly indicate function
5. Avoid Overlap: Create distinct departments for different functions

Use Cases

Team Organization

• Group staff by function
• Easy identification of team members
• Department-based reporting

Access Control

• Combine with roles for department-specific access
• Different permissions for different departments
• Audit by department

Communication

• Send notifications to department members
• Department-based email lists
• Team coordination

Filtering by Department

In Staff List

1. Go to Organization > Staff Members
2. Click the "Department" filter
3. Select the desired department
4. View filtered results

In Hierarchy View

Departments appear in the hierarchy:

• Company > Branch > Department > Staff

Department Stats

For each department, you can view:

• Number of assigned staff
• Active vs inactive staff
• Designation breakdown