Configure and manage your organisation's offices, departments and practice areas. An accurate organisation structure setup helps to assign responsibilities effectively and enhance task categorisation, leading to improved management and tracking.
Note: Only users with Master User permissions have the necessary access to set up Offices, Departments and Practice Areas.
From the Home page, click Account Settings.
Click on Organisation Structure, you will see the configuration sections for Offices, Departments and Practice Area listed.
Offices: Type the name into the box and click +Add Office. The Office then appears in the list above. To delete an Office, click Delete and then click Accept.
Departments: To add or remove Departments, the same process applies. Find Departments on the Organisation Structure page under the Offices section.