The departments list
When you open Departments you see every team as cards. Each card shows the department’s colour dot, name and description, a membership summary (Total / Managers / Employees), the current department admin, and a link to manage members.What you can do here
| Control / Button | What it does |
|---|---|
| New Department (top right) | Opens the create dialog. |
| Create your first department (empty state) | Same as New Department. |
| Name (in dialog) | Required, at least 2 characters; letters, numbers, spaces, hyphens. |
| Description (in dialog) | A short note (optional). |
| Color (in dialog) | Pick one of eight swatches (Blue, Pink, Green, Orange, Purple, Cyan, Red, Yellow). |
| Create | Saves the new department. |
| Save Changes (in edit dialog) | Saves your edits. |
| Cancel | Closes the dialog without saving. |
| Edit (pencil icon on a card) | Reopens the dialog pre-filled. |
| Total / Managers / Employees tiles | Read-only counts. |
| Department admin line | Shows the current admin’s name, or “No department admin assigned”. |
| Manage members (link on a card) | Opens the full member-management page. |
Managing a department’s members
The Manage members link opens a dedicated page for one department.| Control / Button | What it does |
|---|---|
| All departments | Returns to the full departments list. |
| Search by name or email | Filters the member list as you type. |
| Invite New User to Department | Opens the invitation dialog to invite by email. |
| Add Existing Employees to Department | Opens a picker of people already in your organisation. |
| Add (next to a person) | Adds them to the department as an Employee. |
| Done | Closes the picker. |
| Row actions menu | Opens the menu to change role or remove. |
| Set role → Manager / Employee | Changes the member’s department role. (Admin role is coming soon.) |
| Remove from department | Removes the person after confirmation. |
| Row actions on a pending invitation | Resend invitation or Revoke invitation. |
| Pagination controls | Move between pages and change rows per page. |
Inviting and roles
- Department roles are Manager and Employee.
- When you add an existing organisation member, they always start as Employee.
- The Admin role for departments is coming soon.
- People you invite by email appear as Pending with the role they’ll take on once they accept.
Who can use it
- Organisation Owners and Admins can create, edit, and colour departments across the whole organisation.
- Department Admins manage membership inside their own department (coming soon as an assignable role).
- Managers and Employees do not manage the department’s roster.