Manage Departments & Roles

Easily manage departments and roles for better access control.

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.

Frequent Questions

Can I assign multiple roles to an employee?

Yes, employees can have any number of roles assigned to them.

Can I assign multiple roles to an employee?

Yes, employees can have any number of roles assigned to them.

Can I assign multiple roles to an employee?

Yes, employees can have any number of roles assigned to them.

Can I assign multiple roles to an employee?

Yes, employees can have any number of roles assigned to them.

How do I change an employee’s role?

Go to the Team Page, select the employee, and navigate to the Roles tab. Select a new role from the dropdown and save your changes. Every employee must have at least one role.

How do I change an employee’s role?

Go to the Team Page, select the employee, and navigate to the Roles tab. Select a new role from the dropdown and save your changes. Every employee must have at least one role.

How do I change an employee’s role?

Go to the Team Page, select the employee, and navigate to the Roles tab. Select a new role from the dropdown and save your changes. Every employee must have at least one role.

How do I change an employee’s role?

Go to the Team Page, select the employee, and navigate to the Roles tab. Select a new role from the dropdown and save your changes. Every employee must have at least one role.

Can I delete a role?

Yes, roles can be deleted from the Departments & Roles page. Before deleting a role, ensure that no employees are currently assigned to it.

Can I delete a role?

Yes, roles can be deleted from the Departments & Roles page. Before deleting a role, ensure that no employees are currently assigned to it.

Can I delete a role?

Yes, roles can be deleted from the Departments & Roles page. Before deleting a role, ensure that no employees are currently assigned to it.

Can I delete a role?

Yes, roles can be deleted from the Departments & Roles page. Before deleting a role, ensure that no employees are currently assigned to it.

What should I do if I cannot edit departments or roles?

Ensure that your role has the "Manage Departments" permission. If your role lacks this permission, contact your Workbase Administrator.

What should I do if I cannot edit departments or roles?

Ensure that your role has the "Manage Departments" permission. If your role lacks this permission, contact your Workbase Administrator.

What should I do if I cannot edit departments or roles?

Ensure that your role has the "Manage Departments" permission. If your role lacks this permission, contact your Workbase Administrator.

What should I do if I cannot edit departments or roles?

Ensure that your role has the "Manage Departments" permission. If your role lacks this permission, contact your Workbase Administrator.

Can I assign a role across multiple departments?

No, roles are assigned within a single department and cannot span multiple departments.

Can I assign a role across multiple departments?

No, roles are assigned within a single department and cannot span multiple departments.

Can I assign a role across multiple departments?

No, roles are assigned within a single department and cannot span multiple departments.

Can I assign a role across multiple departments?

No, roles are assigned within a single department and cannot span multiple departments.

Last updated: August 29, 2024