Create and Manage Departments

  • Updated

Context

When you create users individually or add users in bulk, you can assign them to departments that reflect your organizational structure. Demandbase includes the following departments by default:

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

You can edit or delete the default departments or create additional departments. For users you add in bulk, you can also configure if Demandbase imports users without an existing department assigned in the CSV file or your CRM. 

Important: You cannot delete departments with users assigned to them.

Prerequisites/Preparation

You must have Admin privileges.

Steps: Create a Department

  1. From the left navigation bar, go to Settings N.png Settings > User Management > Departments and click Create New.
  2. In the window that opens, enter the Name for the department and click Create Department.
    Tip: Demandbase adds the new department to the bottom of the table by default. You can click Reorder to update the order the departments appear in the table.

Steps: 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: Select to update the department name.
    • Delete: Select to delete the department. This option is only available if the department doesn’t have users assigned.
      Edit or Delete Departments.png

Steps: Configure Department Settings for Imported Users

  1. From the left navigation bar, go to Settings N.png Settings > User Management > Departments.
  2. In the General Settings section, toggle Create New Department and Require imported users to have valid department on or off.
    Department Import Option 2.png
    Refer to the following table for details about the outcome for configuring these settings.
    Important: You cannot toggle both options on.
    Create New Department Require imported users to have valid department Import action for users without a department assigned or users assigned to a department not currently in Demandbase
    Enabled (toggle on) Disabled (toggle off) Demandbase creates a new department and assigns the users to the new department
    Disabled (toggle off) Enabled (toggle on) Demandbase doesn’t import the users
    Disabled (toggle off) Disabled (toggle off) Demandbase imports the users and assigns them to the default Other department

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