Departments allow you to group users into teams, each with their own Manager. This is useful for businesses that have multiple functions — for example, a Sales team and a Customer Support team — and need to keep their activities separate.
• Each department has one Manager. The Manager can view and manage all campaigns and accounts belonging to Employees in their department.
• Employees are isolated within their department. An Employee cannot see the accounts or campaigns of other Employees, even within the same department.
• Managers cannot see other departments. A Sales Manager, for example, cannot access the Customer Support department's data.
• The Admin sees everything. Regardless of department structure, the Admin has full visibility across the entire account.
• Each user belongs to one department only. A user cannot be assigned to multiple departments at the same time.
1. Navigate to Users > Roles & Permissions.
2. Select the Departments tab.
3. Click Create Department and enter the department name.
4. Assign a Manager to the department.
5. Add Employees to the department.
6. Click Save.