Add new department and assign users to a department

Creating a new department in your company lets you set different entities and simultaneously assign a resource to the department to which the person belongs. With this process, you can quickly build and organize your organization's structure, allowing you to set different work types, roles, and locations.

• Adding a new department in Autotask
• Assigning users to department

To add a new department in Autotask and assign users to it, follow these steps:

1. Log in to the Autotask account that you synced with Proxuma.🔒

2. Hover your mouse over the Main Menu.🖱️

3. Then, hover over the Admin option again and select Company Settings & Users.🔧

4. Expand Resources/Users (HR) and click Departments.📁

5. Click the New button and type the Department Name.➕

6. Set the Primary Location to where the new department belongs to.📍

7. Once done, click Save.💾

Once you've successfully created a department in Autotask, you can assign users to their corresponding departments to where they belong. Through this process, roles and work types are easily managed by setting up the department without going through for each user.

To assign a user to a department, follow these steps:

1. From the Departments section, click the Pencil icon of the corresponding department where you want to assign a user.🖊️

2. Click the Resources tab.📋

3. Click New.➕

4. Select a Resource you want to assign to the department and choose a Role Name.👤

5. To add a new resource, click the add icon and complete all required fields.👤

6. To add a new role, click the add icon and complete all required fields.👥

A complete walkthrough on how you can create a new resource user in Autotask.