Skip to main content

Department Setup

Required Role

Global roles only

Department Setup defines the internal departments within your organisation. Departments are used for reporting, KPI grouping, and team structure.

Common Departments​

  • Migration Services
  • Education Consulting
  • Marketing & Sales
  • Administration
  • Compliance & Quality
  • Finance

Creating a Department​

  1. Click New Department
  2. Enter the department name
  3. Assign a department head (optional)
  4. Link to a branch (or set as organisation-wide)
  5. Click Save

Assigning Users to Departments​

Users are assigned to departments via their user profile in User Management.

Reporting by Department​

Once departments are configured, Team KPI Reports and Financial Reports can be filtered and grouped by department.