How to Create a Department
Introduction
We are excited to help you streamline your expense tracking and management with our latest feature. In this article, we'll guide you through the process of creating a department, adding a head of department, and managing expenses specific to each department.
Letʼs Dive in!
To begin
- Log into the Merchant Dashboard
- Click on “Settings” on the dashboard menu
- Click on “Team Members” and select “Department.
- Click on “Create New Department” and a modal will show as shown below:
- First, name your department. Then, add users to this department and assign a department head. If there are no users in the business yet, you can still create a department without adding users or assigning a head.
- Once you have inputted the details on the page click “Create Department”
Note: You can also create a department when inviting a user, click here to learn how to add users to a department
Great job! You have successfully created a Department.
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