Departments

Departments let you organize your users by business unit — like "Marketing", "Operations", "Finance", or "Customer Success". Departments work alongside Teams to give you a two-level organizational structure.

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Screenshot: Departments page showing a table with department name, description, status, and action buttons

departments-list.png

1. Go to Organization → Departments from the sidebar
2. Capture the table showing several departments with different statuses
Save to: static/img/screenshots/organization/departments/departments-list.png

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Departments table

Column	Sortable	Description
Name	Yes	Department name
Description	Yes	Department description
Status	Yes	Active (green) or Inactive (red)
Actions	—	Edit and Delete buttons

Pagination

You can display 25, 50, or 100 departments per page.

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Creating a department

Click the Add Department button to open the department form in a slide-out panel.

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Screenshot: Create Department form showing Name and Description fields

create-department-form.png

1. Click "Add Department"
2. Fill in the name and description
3. Capture the slide-out form
Save to: static/img/screenshots/organization/departments/create-department-form.png

Department fields

Field	Required	Validation	Max length
Name	Yes	Minimum 3 characters	60
Description	Yes	—	—

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Editing a department

Click Edit on any department to modify its name, description, or status.

When editing, an additional Status field appears with options:

• Active — The department is available for user assignment
• Inactive — The department is hidden from assignment dropdowns

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Deleting a department

Click Delete on a department, then confirm the deletion in the dialog.

info

Deleting a department does not delete the users in it — they remain in the system but lose their department assignment. You may want to reassign them to another department.

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Teams vs Departments

	Teams	Departments
Purpose	Functional grouping (what you do)	Organizational grouping (where you belong)
Examples	Sales Team, Support Team	Marketing, Operations, Finance
Use case	Route chats and leads to the right team	Organize reporting by business unit

Both are required when creating a user — each user belongs to exactly one team and one department.

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Tips

• Match your org chart — Name departments after your actual business units for consistency
• Keep it simple — You don't need many departments. Start with your main business units.
• Deactivate instead of delete — If a department is no longer needed temporarily, set it to Inactive