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Departments

Add the departments of your company, such as Civil or Electrical. Users, tasks and chats use them to show only the work of one team.

Where to find it
Company settings > General > Departments
Who can use it
People who have the View Other Masters permission. Adding needs Add, editing needs Edit and deleting needs Delete.

A department is a team in your company, for example Civil, Electrical or Accounts. You give departments to users. A user then sees the tasks and chats of those departments. Issues can also be sent to a department.

Before you start

  • Make a list of the department names you need. Each name must be different.
  • If you want a picture for a department, prepare a PNG image smaller than 100 kb.

How to add a department

  1. Open Company settings in the left menu, then General, then Departments.
  2. Click Add Department (mark 1 in the first picture).
  3. In Name: (mark 1 in the second picture), type the department name, for example Civil.
  4. To add a picture, use the Icon: box (mark 2) and choose a PNG file. If you add no picture, Superwise draws a default icon from the name.
  5. If the department is for people outside your company, such as contractors, tick Is External Entity? (mark 3).
  6. Click Save (mark 4). A message says Department Added.
The list of departments. The mark 1 is the button Add Department and the mark 2 is the three dots of a row.
The list of departments. The mark 1 is the button Add Department and the mark 2 is the three dots of a row.
The box Add Department. The mark 1 is Name, the mark 2 is Icon, the mark 3 is Is External Entity? and the mark 4 is Save.
The box Add Department. The mark 1 is Name, the mark 2 is Icon, the mark 3 is Is External Entity? and the mark 4 is Save.

The button Save stays grey until you type a name. Click Close to leave without saving.

How to change a department

  1. In the list, click the three dots at the end of the row (mark 2 in the first picture).
  2. Choose Edit.
  3. In the box Edit Department, change the name, the icon or Is External Entity?.
  4. Click Save. A message says Department Updated.

How to delete a department

  1. In the list, click the three dots at the end of the row.
  2. Choose Delete.
  3. Read the question "Are you sure that you want to delete this department ?" and confirm it.

A message says Department Deleted.

What the columns mean

Name What it means
Icon The picture of the department.
Name The name of the department.
External Entity? A tick means the department is for people outside your company.
Created By The user who added the department.

Rules to know

  • A department name cannot be used twice. The message is "Department Name cannot be repeated."
  • You cannot delete a department that has users. The message is "Department has User linked to it." Remove the department from those users first. See Users.
  • You cannot delete a department that has issues. The message is "Department has issues linked to it."
  • A department marked as an external entity is offered to external users. The other departments are offered to your own users.

If something goes wrong

What you see What to do
The Name field is required. Type a name.
Department Name cannot be repeated. Use a different name.
Department has User linked to it. Edit the users and remove this department from them.
Department has issues linked to it. The department cannot be deleted while issues use it.
The icon is not accepted. Use a PNG file smaller than 100 kb.