Sales and partner organizations can be structured into departments. Departments can contain sub-departments, which makes it possible to build a department hierarchy reflecting the internal structure of an organization.

Figure 1. Sample department structure
Sample department structure

Important properties which define a department include:

  • General Information

    This includes information like the name of the department, an ID, and a brief description.

  • Address Information

    Each department and sub-department can define its own address information.

  • Users

    Each department is assigned one or more users. Users are assigned to departments via the assignment of a department role.

  • Roles

    Each department has a set of roles. These roles determine which activities department users can perform. The pool of roles available to a department comprises all master roles of an organization, but can also comprise custom roles available to this department only. For details, see Access Privileges and Roles.