Admin, roles and permissions
How to set up departments or teams
Split the organisation into teams or departments and use them across tasks, projects, time and access, without overcomplicating things.
Step by step
- Define the structure
Clarify whether you work with departments, teams, locations or projects.
- Create groups
Create the relevant teams or organisational units.
- Assign employees
Link employees to the right teams.
- Use them in workflows
Use teams in tasks, projects, time and access.
- Evaluate
Adjust the structure as the organisation changes.
Need help?
Contact support or book onboarding if the article does not cover your specific setup.