Configure Departments
There can be various departments in an organization that can be situated in different sites, and each of these departments has a group of employees.
In ServiceDesk Plus MSP Cloud, you can add, edit, or delete the various departments of your organization. These departments are essential while adding requesters and technicians since each requester or technician will be associated with a particular department of the organization.
Role Required: SDAdmin, SDSiteAdmin
SDSiteAdmin can configure the department in their associated sites.
To configure departments, go to Setup > Instance Configurations > Departments. Select the respective customer from the filter in the header.
The list of departments associated with the site can be viewed by selecting the customer's sites from the Filter by Site dropdown.
Add Department
To add a department for an organization in a site,
- Select the customer site for which you want to add the department using the Filter by Site dropdown. By default, the department gets added under Base Site.
- Click New Department.
- Enter the Department Name in the text field. This is a mandatory field.
- Provide a brief Description of the department in the text field provided.
- You can also choose to add a Department Head who can approve Service Requests. Only technicians associated with the customer can be selected.
- Select the department head from the drop-down or click the Search Department Head icon
to view all users associated to the customer's sites in a pop-up. Use the site filter to narrow down the users based on the customer's different sites. - You can also configure department heads under Setup > Instance Configurations > Organization Roles > Department Level.
- Click Assign Role to add an organization role to the department and to assign a user to the role. Click
to associate more organization roles. - Click Save.
Edit Department
To edit an existing department,
- Select the customer site for which you want to edit the department from the Filter by Site dropdown. This lists the available departments corresponding to the site.
- Click
beside the Department Name to edit. - Modify the department name, description, and select the users from the customer for the organization roles. You can also remove an existing Department Head and add a new one.
- Click Save.
Delete Departments
- Select the customer site for which you want to delete the department from the Filter by Site dropdown.
- Enable the checkbox beside the department name to delete.
- Click the Delete button and click Yes to confirm.
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