Manage Departments & Department Tab Workflows in Shape Software

What Does the Manage Departments Settings Page Do?

A department is a group of people that have the same daily tasks and areas of expertise and ability. An example of this would be your sales department vs your HR department. Because not all departments have the same daily activities, we give you the control to change the workflow tabs that you want your departments to see for a more customized experience. Need different tabs? Contact us at support@setshape.com and we will customize your system to better fit your needs.

The Manage Departments settings page allows you to create new departments in your system. The benefit of multiple departments is for organization, for the ability to assign multiple users in various departments to a single record, to create different views and tasks for your users, and remove and re-organize your tabs in the record details views.

Managing Departments:  To manage your departments, go to “Settings” in the gradient navigation bar and navigate to “Manage Departments” on the left hand sidebar under “System Configuration”

Managing Departments: To manage your departments, go to “Settings” in the gradient navigation bar and navigate to “Manage Departments” on the left hand sidebar under “System Configuration”

Managing Departments:  Here, you can edit, remove and add departments. To edit and delete, use the “Action” dropdown.   Please note that you must have at least one department in your system.

Managing Departments: Here, you can edit, remove and add departments. To edit and delete, use the “Action” dropdown. Please note that you must have at least one department in your system.

Managing Departments:  To add departments, click on the “Add Department” button in the upper right hand corner.

Managing Departments: To add departments, click on the “Add Department” button in the upper right hand corner.

Managing Departments:  Name or re-name your department and write an optional description.

Managing Departments: Name or re-name your department and write an optional description.

Managing Departments:  Below, you will see your record types in the system. Click on the arrow on the right hand side to re-organize and manage the tabs that users in the selected department will see.

Managing Departments: Below, you will see your record types in the system. Click on the arrow on the right hand side to re-organize and manage the tabs that users in the selected department will see.

Managing Departments:  The dropdown options refer to the “workflow tabs” that your department users see when adding/editing a record. You can manipulate the views per department per record type via this settings page.

Managing Departments: The dropdown options refer to the “workflow tabs” that your department users see when adding/editing a record. You can manipulate the views per department per record type via this settings page.

Managing Departments:  Once you open a record type, you can also remove and restore workflow tabs by using the icons on the right hand side.

Managing Departments: Once you open a record type, you can also remove and restore workflow tabs by using the icons on the right hand side.

Managing Departments:  Once you open a record type, you can re-organize the order of the workflow tabs by using the left hand icon.

Managing Departments: Once you open a record type, you can re-organize the order of the workflow tabs by using the left hand icon.

Repeat the process for the other record types in your system if desired!


Departments In Use

If a user is assigned to multiple departments (or an admin or manager user), then that user can switch their views right in the record details page.

If a user is assigned to multiple departments (or an admin or manager user), then that user can switch their views right in the record details page.

Switching the department view via the far left dropdown will show what each user in their respective departments can see in their workflow tabs.

Switching the department view via the far left dropdown will show what each user in their respective departments can see in their workflow tabs.

If there are multiple departments, then multiple users can be assigned to the record at the same time.

If there are multiple departments, then multiple users can be assigned to the record at the same time.


Watch the Video Tutorial


Need More Help? Contact us at support@setshape.com