Departments

Purpose and access

Departments provide an organizational boundary for users, documents, and access rules.

Maintain a department

1. Open Departments.
2. Search for an existing record before adding one.
3. Use the organization’s official department name.
4. Confirm the department owner and intended access scope.
5. Save the record.
6. Review related user assignments and access rules.

Before deleting or renaming a department, identify dependent users, documents, and rules. An uncoordinated change can remove access or leave content incorrectly scoped.