Help Centre

Administration

Set up categories and departments

Organise users and requests with a clear department structure and consistent categories.

Administration

Create departments

Organise your workspace around the teams that handle requests.

Read guide

Add a department

Departments represent the teams responsible for requests, such as IT, Human Resources, Finance, Maintenance, Procurement, or Administration.

  1. Open Departments from the workspace menu.
  2. Select Add Department.
  3. Enter a clear department name and save the department.

Add a category

Categories describe the type of request and make search, filtering, and reporting easier. Use short, specific names and avoid duplicate categories with slightly different wording.

  1. Open Categories from the workspace menu.
  2. Select Add Category.
  3. Enter a short, specific category name and save it.

Set up your workspace in the right order

  1. Create the departments that will receive requests.
  2. Create the common request categories.
  3. Invite managers and assign each manager to the appropriate department.
  4. Invite staff, then invite agents, viewers, and additional administrators as required.