Departments - Management View

4 min. readlast update: 11.11.2025

The Departments screen is where you define and maintain all the departments that form part of your organization.
These departments serve as the building nodes of your Organizational Charts, so it’s important that each one is correctly created and named before being linked to a chart.

From this screen, you can view, add and organize departments to keep your company’s structure accurate and up to date.

The Departments screen presents a clear table listing all departments currently configured in the system.

The main columns displayed include:

  • Name - Displays the name of each department.
  • Description - Provides additional context or notes about the department, if available.

 

Main Features

Add Department

Selecting Add Department opens a creation window containing a single mandatory field:

  • Name - Enter the official name of the department, ensuring it matches internal naming conventions (e.g., Human Resources, Marketing, Engineering).

Mandatory fields are marked with a red asterisk (*).

Available actions:

  • Cancel – closes the form without saving any changes;
  • Save and New – saves the current record and immediately opens a new blank form to register another department;
  • Save – saves the record and closes the modal.

 

Edit Department Information

To modify an existing department:

Select the department name from the list.

In the Edit Department window, update the necessary fields - Name and Description.

Click Save to confirm changes.
Changes are applied instantly and reflected wherever the department is referenced in the system, including Organizational Charts.


Delete a Department

Departments can be removed when they are no longer in use.
Open the department you wish to remove.

Select the Delete option.

Confirm the deletion when prompted.

⚠️ Note: Deleting a departement does not remove it permanently - it can be restored later.

 


They remain accessible when Include Deleted is set to Yes, allowing administrators to review or restore them if necessary.


Refresh 

The Refresh button reloads the department list ensuring that all recent changes are displayed.
This feature is useful after creating, editing or deleting records.

Include Deleted

The Include Deleted toggle (set to No by default) allows users to view or hide accounts that have been deleted.
Changing it to Yes displays both active and deleted records for audit or recovery purposes.

 

Export

The Export option enables the export of visible data into different formats (such as Excel, PDF or CSV) facilitating external analysis and reporting.
Only the currently displayed columns are exported respecting the active filters.

 

Columns

Through the Columns button users can add or remove columns in the table. This customization allows the interface to be adapted to the specific needs of each user.
Columns can also be reordered using drag and drop by moving the column header to the desired position.

 

Column Sorting

By clicking any column header users can sort the results in ascending or descending order.
A small arrow icon next to the column name indicates the current sorting direction.

 

Column Filters

Each column header includes a filter icon that opens a contextual filtering menu.
This allows users to search within that specific column using different matching criteria like:

  • Starts With – displays only records beginning with the entered value;
  • Contains – finds all records that include the value anywhere in the field;
  • Equals – shows exact matches only;
  • Ends With – filters results that end with the entered value.

After selecting the desired condition enter the value and click Filter to apply the filter.
Click Clear to remove it and restore the full list.

 

Pagination

At the bottom of the screen users can control the number of items per page and navigate through pages using the forward and backward arrows. This makes it easier to browse extensive departments lists efficiently.

 

Access to Department  Details

To access the Department Details screen simply click on the department name or the corresponding view icon.

This opens the Department Details screen where users can review, edit and manage all information related to that Department.

 

Best Practices

  • Configure all departments before using them in an Organizational Chart.
  • Use standardized naming conventions across all departments.
  • Periodically review and remove obsolete or duplicate entries.
  • Restrict department management to specific users with specific permissions.

 

 

 

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