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How to create a Department?

Learn how company admins can create a department and assign a manager to it

C
Written by CustomerSuccess Team
Updated over 2 years ago
  1. Log in to your dashboard from admin.qashio.com

  2. Navigate to 'Organizations' > Click on 'Departments' > Click on 'Actions' > Click on 'Create Department'

  3. Enter the name of the department, Choose the Parent Department (if the department you are creating is a sub-department, otherwise keep blank), your spend limit, Alert limit (as a percentage), the email to be alerted, and ERP internal ID (All fields are optional except the name of the department) > Click 'Submit'

  4. Alternatively, you may upload your departments in bulk via a CSV file, Navigate to 'Departments' > Click on 'Actions'

    Step 1: Download Department CSV Template

    Step 2: Fill in the required details at your convenience

    Step 3: Upload Department CSV

  5. After the Department is created, you can assign a manager to it

    Select the department > Click on 'Actions' > Click on 'Assign Manager'

  6. Choose the User you want to select as manager then click on 'Assign Manager'

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