> ## Documentation Index > Fetch the complete documentation index at: https://docs.nexalytica.com/llms.txt > Use this file to discover all available pages before exploring further. # Create and Manage Departments in Your Nexalytica Org > Learn how to create and edit departments, manage department membership, assign roles, invite new users, and handle pending invitations in Nexalytica. Departments let you organise your organisation into logical groups — teams, business units, or any other structure that suits your company. Each department has its own member roster, colour coding for quick visual identification, and role assignments that control what members can do within that department. This page walks you through creating departments, editing their details, and managing everyone inside them. ## Understanding the Departments List Navigate to **Settings → Departments** (by clicking the active organisation card on the Organisation page) to see all departments in your organisation. Each department card displays: | Field | Description | | ---------------- | ---------------------------------------------------------------- | | Colour dot | The colour assigned to the department for visual identification | | Name | The department's display name | | Description | An optional summary of the department's purpose | | Total | Total number of members in the department | | Managers | Number of members with the Manager role | | Employees | Number of members with the Employee role | | Department admin | The assigned department admin, or *No department admin assigned* | | Manage members | A link to the full member management page for that department | *** ## Creating a Department Click **New Department** in the top-right corner of the Departments list. If no departments exist yet, you can also click **Create first department** in the empty state area. Complete the form fields: | Field | Notes | | --------------- | ----------------------------------------------------------------------------------------- | | **Name** | Required. Minimum 2 characters. Letters, numbers, spaces, and hyphens only. | | **Description** | Optional. A short summary of what the department does. | | **Color** | Choose one of 8 colour swatches: Blue, Pink, Green, Orange, Purple, Cyan, Red, or Yellow. | Click **Create** to save the new department. It appears immediately in the Departments list. Click **Cancel** at any time to close the dialog without saving. *** ## Editing a Department You can update a department's name, description, or colour at any time. Locate the department card in the Departments list and click the **pencil (edit) icon**. The dialog opens pre-filled with the current values. Change the **Name**, **Description**, or **Color** as needed. The same validation rules apply as when creating. Click **Save Changes** to apply your updates, or **Cancel** to discard them. The **Total**, **Managers**, and **Employees** tiles on the department card are read-only. They update automatically as you add or remove members. *** ## Managing Department Members Click **Manage members** on any department card to open that department's full member management page. ### Page Overview The top of the page shows the department's colour, name, and description. Use the **← All departments** link to return to the Departments list. The member table displays everyone currently in the department: | Column | Description | | --------- | --------------------------------------------- | | Name | Member's display name | | Email | Member's email address | | Role | Current department role (Manager or Employee) | | Join date | When the member joined the department | Pending invitations also appear in the same table, showing the role the invitee will receive upon acceptance and the invitation expiry date. Use the **search box** to filter the table by name or email. Use the **pagination controls** at the bottom to move between pages. *** ### Inviting a New User to the Department Use this option to invite someone who is not yet a member of your organisation. They receive an email invitation and join both the organisation and the department when they accept. Click **Invite New User to Department** on the member management page. | Field | Notes | | --------- | ------------------------------------------------------------------------------------- | | **Email** | The email address of the person you want to invite | | **Role** | Choose **Manager** or **Employee** — this is the role they will receive on acceptance | Click **Send invitation** (or the equivalent confirm button) to dispatch the email. The person appears in the member table as a pending invitation until they accept. If you need to invite someone to the organisation without immediately placing them in a department, use the **Invite Member** button on the Members & Invitations page instead. *** ### Adding Existing Organisation Members Use this option to add someone who is already a member of your organisation to this department. Click **Add Existing Employees to Department**. A searchable picker opens listing all org members who are not already in this department. Type a name or email in the search field to filter the list, then select the members you want to add. Members already in the department are hidden from the picker. Click **Done** to close the picker and add the selected members. All newly added members start with the **Employee** role. You can change their role afterwards using the row actions menu. *** ### Setting Member Roles You can change any member's department role after they have been added. Click the **three-dot menu (⋯)** on the member's row in the table. Hover over **Set role** to expand the submenu, then choose **Manager** or **Employee**. A checkmark indicates the member's current role. A **Dept Admin** role is listed as coming soon. Once available, it will allow a designated member to manage the department's membership without requiring org-level Admin access. *** ### Removing a Member from a Department Removing a member from a department takes away their access to department-scoped resources but does **not** remove them from the organisation. Click the **three-dot menu (⋯)** on the member's row. Select **Remove from department**. A confirmation prompt appears — confirm to proceed. Removing someone from a department is immediate upon confirmation. They lose access to all resources scoped to that department. Their organisation membership remains intact. *** ### Managing Pending Invitations Pending invitations are shown inline in the member table. You can take action on them at any time. | Action | What it does | | --------------------- | ----------------------------------------------------------------------------------------- | | **Resend invitation** | Sends a fresh invitation email with a new link to the same address | | **Revoke invitation** | Cancels the invitation after confirmation; the person can no longer use the original link | To access these actions, click the **three-dot menu (⋯)** on the pending invitation row. *** ## Roles Reference Full access to department resources. Assigned when inviting a new user (if chosen) or manually set after a member is added. Standard access to department resources. The default role for all members added via the existing-member picker; can be changed at any time. **Dept Admin** is a forthcoming role that will grant management permissions within a single department. It is not yet available. *** ## Permissions Reference | Action | Who can perform it | | ------------------------------------ | --------------------- | | Create or edit departments | Org Owners and Admins | | Open any department's member page | Org Owners and Admins | | Invite new users to a department | Org Owners and Admins | | Add existing members to a department | Org Owners and Admins | | Change a member's department role | Org Owners and Admins | | Remove a member from a department | Org Owners and Admins | | Resend or revoke pending invitations | Org Owners and Admins | | View department cards | All org members |