Organise your team into departments
Put members into departments, share an apply-to-join link and assign several people at once.
The written steps below are complete. The Video script tab shows exactly what the video will cover.
Departments group your people for HR rosters, task filters, leaderboards and approvals. A member who is in no department does not appear on HR rosters.
By the end you can
- Add a member to a department
- Share the apply-to-join link
- Assign many members at once
Screens used
Steps
- 1
Open Team & departments
On: /settings/teamOpen Settings and choose Team & roles.
You should see: A page titled "Team & departments" listing your members with the number of departments each is in.
- 2
Add someone to a department
On: /settings/teamFind the person and press Add membership. Choose the department and their level in it.
You should see: The person's row shows one more department.
- 3
Assign several at once
On: /settings/teamUse Bulk-assign members to put a group of people into a department in one step.
You should see: All the chosen people show the department.
- 4
Share the apply-to-join link
On: /settings/teamUnder Apply-to-join link press Copy and send the link to new staff. Keep Accept new applications ticked while you are hiring.
You should see: People who open the link can apply to join your workspace.
- 5
Protect the link
On: /settings/teamIf the link was shared too widely press Rotate to replace it with a new one. Remove switches it off.
You should see: The old link stops working.
Tips
- Create and rename departments under Settings, Departments.
- Access to projects is still given per project, from each project's Members page.
Troubleshooting
- "No workspace members yet. Invite people from the project Members page first."
- People join the workspace through a project. Invite them from a project's Members page, then come back.
- "That department + branch combination is already assigned to this user."
- The person is already in that department and branch. Nothing more is needed.
- "Department Managers can only assign Executives. Promotion to Manager is a Workspace Owner / Admin action."
- Ask a workspace owner or admin to make the person a manager.
One row per shot, in the same order as the guide. Estimated length 1:47, recorded signed in as Owner. Use made-up data only. How to record
Say: Organise your team into departments. Put members into departments, share an apply-to-join link and assign several people at once.
Hold until you see: Lesson title on screen for three seconds.
Say: Open Settings and choose Team & roles.
Hold until you see: A page titled "Team & departments" listing your members with the number of departments each is in.
Say: Find the person and press Add membership. Choose the department and their level in it.
Hold until you see: The person's row shows one more department.
Say: Use Bulk-assign members to put a group of people into a department in one step.
Hold until you see: All the chosen people show the department.
Say: Under Apply-to-join link press Copy and send the link to new staff. Keep Accept new applications ticked while you are hiring.
Hold until you see: People who open the link can apply to join your workspace.
Say: If the link was shared too widely press Rotate to replace it with a new one. Remove switches it off.
Hold until you see: The old link stops working.
Say: That is organise your team into departments. The written steps are on this lesson's page in the ItzSEO course.
Hold until you see: End card with the lesson link.
Reference articles on this topic
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