Departments and practices settings
Departments and Practices are two optional lists you maintain in Settings. Both have the same layout and are assigned to people from the member editor. Use departments for organizational units and practices for disciplines or service lines.
At a glance
| What it is | Two name lists, Departments and Practices |
| Where to find it | Avatar > Settings > Workspace Setup > Departments or Practices |
| Who can use it | Owners and Admins |
| Plan | Not plan-gated in the Settings menu |
How do I manage them?
The steps are identical on both pages. The page titles are Manage Departments and Manage Practices.
| Task | Steps |
|---|---|
| Create | Click Create Department (or Create Practice), enter the Name, save. The name is required. |
| Find | Type in Search departments (or Search practices). The Name column sorts. |
| Edit | Hover the row, click the edit icon, change the Name, save. |
| Delete | Click the delete icon and confirm “Are you sure to delete this department?” (or practice). |
How do I assign one to a member?
- Open Team Members.
- Use Edit member on the person.
- Pick a Department and a Practice. Both are optional.
- Click Save Changes.
Best practices
- Keep departments for where someone sits and practices for what they do, so the two lists do not duplicate each other.
- Agree names before creating them, because nothing stops you adding near-duplicates.
- Check who holds an entry before you delete it, and move those members to another entry first.