Manage Departments & Roles

Managing departments and roles in Workbase allows you to control employee access and permissions. This ensures that each employee has the right level of access for their responsibilities, maintaining data security and minimizing errors.

Accessing Departments & Roles

1. Navigate to Settings
   Click the Settings icon on the navigation bar and access the Departments & Roles tab.

Creating or Editing Departments and Roles

Departments

Departments group roles within your company (e.g., Sales or Management). While departments don’t have permissions themselves, they allow for quicker management of permissions across multiple roles. To create a new department:

1. Click the "Add New Department" button.

2. Enter the department name.

3. Click "Save" to add the department to your organization.

Roles

Roles assign specific permissions to employees. To create a new role:

1. Click "Add New Role" within the appropriate department.

2. Enter the role name.

3. Click "Save" to add the new role.