To create a new department when using Upflex, you will need your user role permissions set as Primary Contact within your Upflex account.
Here is a general outline of how you can create a new department:
Step One: Navigate to People section: This is where you can manage and configure various aspects of your team account, including departments.
Step Two: Under Teams: You’ll be able to assign tags to your company or their perspective teams. These Tags will give you more flexibility when managing your report data.
Step Three: Create a new Department: Once you've accessed the Add Tag feature, you can enter tags and click Add, or select from tags you’ve already created. For example: you can use tags like "Marketing," "Sales," "Operations," "Finance," "Human Resources," "Customer Support," or any other relevant department names. Once you’ve created, Click Save.
By assigning these tags, you can effectively categorize and organize your team!
After you have created these tags, you will be able to assign them to existing users or when you invite new users to join your corporate account.