Log in to your dashboard from admin.qashio.com
Navigate to 'Organizations' > Click on 'Departments' > Click on 'Actions' > Click on 'Create Department'
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'
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
After the Department is created, you can assign a manager to it
Select the department > Click on 'Actions' > Click on 'Assign Manager'
Choose the User you want to select as manager then click on 'Assign Manager'
How to create a Department?
Learn how company admins can create a department and assign a manager to it
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Written by CustomerSuccess Team
Updated over 2 years ago