Create and Manage Departments

  • Updated

Departments allow you to organize users based on your company's organizational structure. When you create users individually or add users in bulk, you can assign them to departments.

Demandbase includes the following departments by default:

  • Advertising
  • Demand Gen
  • Marketing Ops
  • Other
  • Sales

You can edit or delete default departments and create additional departments to meet your organization's needs.

For bulk user imports, you can also configure whether Demandbase imports users who don't have a department assigned in the CSV file or CRM. See Configure Imported User Settings.

Important: You cannot delete a department that has users assigned to it.

Prerequisites to Create and Manage Departments

You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.

Create a Department

  1. From the left navigation bar, go to Settings N.png Settings > User Management > Departments.
  2. Click Create New.
  3. Enter a Name for the department and click Create Department.

Edit or Delete a Department

  1. From the left navigation bar, go to Settings N.png Settings > User Management > Departments.
  2. Hover over the department name, click the gear icon that appears, and select one of the following options:
    • Edit Department:
      1. Enter a new department name.
      2. Click Save.
    • Delete: Delete the department.
      Important: This option is only available if the department doesn’t have users assigned to it.
      1. Click Delete Department.