Yeeflow organize users with departments. The department is a hierarchical structure which parent and child nodes. You can design your organization chart from the department management page.
This guide explains how to manage departments in Yeeflow's admin center. It covers adding, editing, and deleting departments with step-by-step instructions.
Firstly, login to Yeeflow with the system admin account, then go to the Admin center. From the left navigation panel click to expand the "Organization", and click "Departments":
Existing departments are listed on this page
Add new departments
Click the "+ new department" button from top-right to open the new department window:
Department Name: the name of this department (eg. Finance, Operation etc.)
Code: the unique code of this department (eg. fin_01, 30220 etc.), this code will be used as the unique key when bulk upload department by importing from excel file.
Type: can be used to define the type of this department, which can be a BU (business unit), branch, subsidiary, region, department etc. Alternatively, you can also add custom field with dropdown list, or lookup field as a more official format of the department type.
Manager: The head of the department. this will be used when you design your workflow with workflow designer, like getting the department manager of the current applicant etc.
Click OK button to add a new department as the first level.
Add sub departments
To add a sub department, select one of the existing department as the parent, and click the more settings button to open the pop-up menu list:
Click "+ Sub item" to add a sub department.
Edit existing departments
To edit the settings from an existing department, find the department from the list, and click the more settings button. Then, from the pop-up menu list, click "Edit", and make changes from the pop-up window.
Delete existing departments
To delete an existing department, find the department from the list, and click the more settings button. Then, from the pop-up menu list, click "Delete":
You can only delete the department which has no users belongs to. If there are users under this department, you need to firstly move those users to another department before deleting this department.
Please refer to Manage Users for details.
Move departments
You can move the place of each department, like more the customer service department to be under the product team. To move an existing department, find the department from the list, and click the more settings button. Then, from the pop-up menu list, click "Move to":
Then, from the pop-up window, select the parent department which this department will be moved to.