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What are departments and how do you set them up?

Departments group users and give them access to specific product hubs and order sheets, as required by the business.

triSaaS Support avatar
Written by triSaaS Support
Updated over 2 months ago

What are departments

Departments can be assinged financial codes, users, product hubs, and hub sheets, as desired by the business as a whole.


How to set up a new department

  1. Go to the Management Portal via the 3 dots.

  2. Select Departments in the left-hand side bar.

  3. Click +New Department.

  4. Enter the name and select the department code. You can add a description if needed.

  5. Click Save.

Once the department is added, it will appear in your departments list.


How to attach departments to a location

  1. Select the department you wish to assign to a location.

  2. Head to the Locations tab and switch on the relevant locations using the toggle. This will add that department to the locations.


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