About Departments

Departments are used in policies and reports. Therefore, consider your reporting needs when defining departments in the Zscaler service. Ensure that the departments are structured according to your reporting needs so that you get the desired department-based reports.

Unlike groups, a user can belong to only one department. The service tracks usage at the user level. If a user belonged to multiple departments, then they would be reported multiple times. Additionally, with the role based admin feature, administrators can have control over a set of users in a department. When you set up administrators, you can define their scope by department. If users belong to more than one department, this can cause conflicts.

Zscaler provides a number of ways to provision user accountsgroups, and departments as described in Choosing Provisioning and Authentication Methods. You can also add departments when you configure policies. This article describes how to manage departments in the User Management page of the admin portal.

  1. Add a department. See How do I add a department?
  2. Download a CSV file that lists all configured departments.
  3. Import multiple departments with a CSV file.
  4. Download a sample import CSV file.
  5. View a list of configured departments.
  6. Search for a configured department.
  7. Edit a configured department. See How do I edit, delete, or duplicate items in the admin portal?
  8. View the default Service Admin department.
  9. Modify the table and its columns. See How do I use tables in the admin portal?
  10. View the Users page. See About Users.
  11. View the Groups page. See About Groups.

About Departments

  1. Navigate to Administration > AuthenticationUser Management.
  2. Click the Departments tab.
  3. Click Download.

NOTE: You cannot import the downloaded file because it uses a different format. The file that you import must be in the same format as the sample CSV file provided when you click Sample Import CSV file.

  1. Go to Administration > Authentication > User Management.
  2. Click Sample Import CSV file to download the department information template.
  3. Enter your department information in the CSV file template.
  4. Once you have the CSV file in the correct format, click Import.
  5. From the Import Departments window, click Choose file, and navigate to the CSV file you want to import.
  6. Click Import.

The service displays the import results. If it failed to import certain records, the service includes these details in the results.

Click Sample Import CSV file to download the sample CSV file. Use it as a template to enter your department information and ensure that the format of your entries is correct before importing the CSV file.