How to Set Up and Manage Departments #

Propel allows you to organize your team into departments, assign managers, and easily manage team members by department.

Where to Find Departments #

1. Navigate to the Company navigation bar (Sage) on the left-hand side.
2. Click Team.
3. Select the Departments tab.

Creating Departments #

From the Departments tab, you can:

• Add new departments
• Assign a department manager during setup

Each department will display:

• Department name
• Assigned manager
• Number of members in the department

Assigning Team Members to Departments #

There are two ways to manage department membership.

Option 1: Assign via Members #

1. Go to the Members tab within the Team module.
2. Edit an individual team member.
3. Assign them to a department.

Option 2: Manage via Departments #

1. Stay within the Departments tab.
2. Select a department.
3. Add, remove, or manage members directly from the department view.

Department Dashboard View #

The Department dashboard provides a high-level view of:

• All departments in the organization
• The manager for each department
• The total number of members per department

You can also:

• Search by department name
• Filter by manager

Key Takeaway #

Departments help structure your organization by:

• Clarifying ownership through department managers
• Organizing team members logically
• Making it easier to view, filter, and manage teams at scale