Organization & Team Setup
Managing Departments & Teams
Organize your team into departments for better reporting and access scoping.
Why Use Departments?
Departments help you:
- Organize users into logical groups
- Filter analytics and reports by department
- Assign vendor relationships to specific departments
- Track spending by department
Creating a Department
- Navigate to Settings → Organization → Departments
- Click "Add Department"
- Enter:
- Department name (e.g., "Engineering", "Marketing", "Legal")
- Department code (required, for integrations)
- Department head (required, used for approval routing)
- Click "Create"
Assigning Users to Departments
- During invitation: select department in the invite form
- After joining: Admin edits user profile → assigns department
- Via SCIM: map IdP organizational units to Zelosify departments
Department-Scoped Features
- Dashboard filters: View metrics for a specific department
- Expense reports: Break down vendor spend by department
- Resource requests: Route approvals to department heads
- Contract ownership: Tag contracts with the responsible department