Departments

Departments are an optional grouping of users. They don't change permissions, they don't gate any feature; they exist so you can slice the workspace by team for filtering and reporting.

What a department is for

A department is a label on a user. Each user belongs to exactly one department. Once departments exist, the workspace can:

• Filter the Ideas list by submitter department. Useful when a coordinator only cares about ideas from a particular team.
• Filter Insights to a single department. Useful for a department head reviewing their own team's contribution.
• Target campaign rules and notification audiences. Some campaign and notification configurations accept a department as the audience.

Departments do not control who can submit, score, or override anything. Permissions still live entirely on the user's role.

Creating departments

You can create departments during the onboarding wizard or any time afterwards from settings.

1. From the gear icon, open Settings > Organisation.
2. Scroll to the Departments section.
3. Click New department.
4. Type a name (for example Operations, Customer Success, R&D). Save.

A new department is empty until users are assigned to it.

Assigning users to departments

Two paths.

• From the Users page, find the user, open their row, and pick a department from the dropdown. Save.
• At invite time, the invite modal has an optional department field; the new account lands in that department on accept.

A user belongs to one department at a time. Changing a user's department takes effect immediately; their historical ideas and reviews are not relabelled.

Renaming or deleting departments

1. Open Settings > Organisation > Departments.
2. Click the department row.
3. Rename it, or click Delete.

Renaming is safe and applies everywhere the department name appears. Deleting moves the affected users to no-department; their history is preserved.

Note

Departments aren't a security boundary. A coordinator in Customer Success can still be assigned to score an idea from Operations if their category covers it. To restrict scoring scope, use category assignments, not departments.

When to use departments

Departments are most useful when:

• The workspace is large enough that "the whole company" is too coarse a filter.
• You want a department head to see analytics for their team without seeing everyone else's.
• Campaigns are run for specific teams and you want reminders to land only with the right audience.

Workspaces below 30 people often skip departments entirely. They're optional for a reason.

What's next

Users and roles

Users and roles is the parent page for inviting and managing members.

Coordinators

Coordinators covers the scoring role, which is independent of departments.

Workspace settings

Workspace settings is where the Organisation tab and other workspace-wide controls live.