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Adding Departments

You can add departments and assign a specific department to users. A user can belong to only one department.

You can manually add each department or upload a CSV file that contains a list of departments.

  • To add a new department:

    1. Go to Administration > Identity > ZIdentity > Departments.
    2. Click Add Department.

    3. In the Add Department window:

      • Department Name: Enter a department name.
      • Description: Optionally, enter additional notes or information. The content cannot exceed 10,240 characters.

    4. Click Save and activate the change.

    After creating the department, you can add users to it.

    Close
  • You can import up to 1,000 departments using a CSV file. If you want to add multiple users to an existing department or change the department for multiple users, use the sample CSV file template.

    To import new departments or modify existing departments, using a CSV file:

    1. Go to Administration > Identity > ZIdentity > Departments.
    2. Click Import CSV.

      The Import Department window appears.

    3. Click Download Sample to download a CSV template.
    4. Enter your department information in the CSV file template.
    5. When you have the CSV file in the correct format, in the Import Department window, click Browse File.
    6. Locate the CSV file in your local folder, then click Open.
    7. Click Override Existing Entries if you want to replace the existing list of departments with those provided in the CSV file.
    8. Click Import.
    9. After the CSV file is successfully imported, the Import Department window appears, showing the total number of records that are added.

    10. Check the details, then click Close.

      The Department page displays the newly added departments.

    Close
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