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Manage departments and sub-departments

Updated

In PlusPort Academy, you can record your organisational structure by creating departments and sub-departments. Departments are used to group users and form the basis for reports, budgets, and rights structures.

Requirements

  • You need the Manage departments right to manage departments and sub-departments.

Open the department overview

Go to Management > Management > My portal > Departments to open the department overview. Here you see a tree structure with all departments and sub-departments.

Add a department

  1. Click Add in the department overview.
  2. Fill in the following fields:
Field Description
Name The name of the department (required).
Code A unique code for the department.
Parent department Select the parent department if you want to create a sub-department. Leave this empty for a main department.
Description An optional description of the department.
  1. Click Save to create the department.

Create a sub-department

A sub-department is a department that falls under an existing department. To create a sub-department:

  1. Select the parent department in the overview.
  2. Click Add.
  3. The parent department is filled in automatically.
  4. Enter the remaining details and click Save.

Edit a department

  1. Select the department you want to edit in the overview.
  2. Adjust the required details.
  3. Click Save to save the changes.

Delete or deactivate a department

  • Deactivate: Set the department's status to inactive. The department remains stored but is no longer visible to users.
  • Delete: Click Delete to permanently delete the department.

Note: You can only delete a department when no users are linked to it. First move all users to another department before deleting the department.

Frequently asked questions

How many levels of sub-departments can I create?

There is no fixed maximum number of levels. You can create multiple layers of sub-departments to record your organisational structure in as much detail as needed.

What happens when I deactivate a department?

The department is no longer visible in selection lists and cannot be selected when creating or editing users. Existing links remain stored.

Can I move a department to another parent department?

Yes, you can change the parent department by editing the department and selecting another parent department.