Managing Departments

Managing Department Members

Filter Members

Use the Filter by name or email bar to quickly locate specific members.

Roles

• Admin – Can add or remove members, manage the department, and join/create/schedule meetings.
• Member – Can join meetings, schedule meetings, and participate in department activities.

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Adding New Members to a Department

1. Click Add Department Members.
2. Enter email addresses or select existing workspace users.
3. Assign a role.
4. Click Add.

INFO

Users receive an email and in-app invitation prompting them to join the workspace and department.

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Removing Members from a Department

1. Open the department you want to manage.
2. In the members table, find the user you want to remove.
3. Click the three dots (⋯).
4. Select Remove Member.
5. Confirm the removal.

INFO

Removing a user from a department does not remove them from the workspace.

WARNING

To fully restrict access, update the user’s workspace role or remove them from the workspace.

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🟩 Creating a Meeting With a Department

1. Click Create Meeting With Department from the top-right corner.
2. A meeting window opens with all department members added automatically.
3. Adjust any settings.
4. Save the meeting.

Suggested Uses

• Weekly standups
• Bi-weekly sync meetings
• Project-specific discussions
• Training and onboarding

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Managing Multiple Departments

If you belong to multiple departments:

1. Open the Departments page.
2. Use the search bar to find the department you want.
3. Click any department to view its members and details.

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Deleting a Department

1. From the sidebar, Open the Departments page.
2. Click the three dots (⋯) next to the department name.
3. Select Delete Department
4. Confirm the deletion.

WARNING

Deleting a department does not delete the members from the workspace — it only removes the department grouping.