Departments: A Detailed Guide

This article covers what a Department is, how to set one up, and how department scoping interacts with permissions. For the full permissions model, see User Permissions & Roles.

Overview

Departments help you sort and categorize scholarships. For example, you might create departments for areas like Education or Criminal Justice, then assign the related scholarships to the appropriate department.

Departments can also manage admin access. The connection works like this: first, you create a department; next, you assign scholarships to it; finally, you assign an admin to it.

When you assign an admin to a department, they become a Department Admin. A Department Admin’s access is limited to the scholarships assigned to their department.

Department scope controls which scholarships an admin can access, but it does not control what access and actions they can take. Their available actions, such as access to Application, Reports, Emails, Tasks, and other areas, are still managed through the Permissions tab, just as they are for any other admin. See User Permissions & Roles for a full breakdown of permission categories and controls.

Note: Department Admin access applies specifically to Scholarship Management.

Creating a Department

Go to Settings > Scholarships > Departments and click + Add New.

The Departments list under Settings and Scholarships, with the navigation path and the + Add New button highlighted.

Enter the Department Name and click Save Changes.

The Create Department form with a department name entered and the Save Changes button highlighted.

Assigning a Department to an admin

Go to People > Users, open the Admins tab, and select the administrator account.

The Users page on the Admins tab, listing the administrator accounts with their email and role.

On the Profile tab, find the Admin Access card, click + Add department under DEPARTMENTS, and choose the department. Selecting a department saves it to the account automatically.

The Admin Access card for an administrator, with the + Add department picker under Departments highlighted.

Adding scholarships to a Department

Open the scholarship's Details page and find the Department field in the Scholarship Details section just below Fund ID. Click inside it to browse or search for the department.

The Scholarships list also shows each scholarship's department in its own column.

The Scholarship Details section of a scholarship, with the Department picker highlighted below the Fund ID field.

Viewing a Department's admins and scholarships

Go to Settings > Scholarships > Departments and select the department. The page opens on Edit Department, with two tabs:

Department Admins—add or remove admins here.
Associated Scholarships—read-only. To add a scholarship to a department, use the scholarship's own page instead.

The Edit Department page with the Department Admins tab open and its one admin listed; the Associated Scholarships tab is beside it.

Remember the scoping rule: department scope narrows which scholarships and students an admin's granted permissions apply to—it doesn't grant permissions on its own.