Note: Departments are only available on the Plus and Enterprise plans.

Let’s set up your departments to start tracking employees, products, and spend by department.

To ensure you have the best experience, visit your Synced Accounts page in your workspace and make sure all your SSO integrations are synced and up-to-date.

If you’re just signing up to Track and/or have not had the opportunity to sync your SSO accounts, this would be a great time. An SSO provider serves as a central hub for all your key information systems and it provides everyone on your team immediate access to every tool they need with just one login. SSO providers, like Okta, OneLogin, and G Suite, serve as a unified directory where you can manage users, their manager relationship, authentication policies and access control. Importing department and employee data into Track becomes much faster and easier when a directory is already in place. 

Note: It’s not required to have an SSO while setting up departments. Department data can be added manually. However, you’ll always have the opportunity to connect an SSO anytime.  

There are 3 possible workspace types--you’ll fall into one of them.

  • Scenario 1: No SSO connected
  • Scenario 2: One SSO connected
  • Scenario 3: Multiple SSO connected

Follow the steps below that are relevant to your workspace.

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Scenario 1: No SSO connected

Open trackapp.g2.com. Sign into your workspace and visit the "Departments" page located in the side navigation.

Click on “Add Departments” to manually add departments.

From the slide out, enter department name and click the green checkmark to submit. Each department name will be listed under “New” for final review. Continue adding departments by repeating this step. 

Click “Save” to add departments to your workspace.

Once your departments are added, you’ll land back onto the Department overview page where a list of your departments will appear. You will have the opportunity to manually assign a budget, products, employees, and a department owner to each department. Spend will accumulate depending on what products are used by the department.

Note: Before adding individual department budgets, visit the Budgets page and enter a fiscal year. The fiscal year serves as the period to reference when comparing your company’s financial performance over time.
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Scenario 2: One SSO connected

Open trackapp.g2.com. Sign into your workspace and go to the Departments page located on your side navigation.

If you have an SSO connected, you will have the option to:

  1. Manually Add Departments 
  2. Import Departments from [SSO]

If you want to manually add departments, click on “Manually Add Departments” and follow instructions for Workspace 1 (found above).

To import departments from your SSO, click on “Import Departments from [SSO]” to import departments that already exist on your SSO platform to Track.

If you choose to import departments from your SSO, you have the option to edit department names and deselect departments you do not want added to your workspace. All employees belonging to the respective departments in the same SSO source will automatically be assigned to the department in Track.

Click “Import” to add the departments to your workspace. 

Once your departments are imported, you’ll land back onto the Department Overview Page where all your departments will appear. You will have the opportunity to manually assign a budget, products, employees, and a department owner to each department. Spend will accumulate depending on what products are used by the department.

Note: Before adding individual department budgets, visit the Budgets page and enter a fiscal year. The fiscal year serves as the period to reference when comparing your company’s financial performance over time.
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Scenario 3: Multiple SSO connected

Open trackapp.g2.com. Sign into your workspace and go to the Departments page.

If you have multiple SSO connected, you will have the option to:

  1. Manually Add Departments 
  2. Import Departments from SSO

If you want to manually add departments, click on “Manually Add Departments” and follow instructions for Workspace 1 (found above).

To import departments from your SSO, click on “Import Departments from SSO” to import departments that already exist on your SSO platform to Track.

If there is more than one SSO connected to your workspace, choose one SSO to use for importing departments and click “Next”. 

View and edit departments. You can edit department names and deselect departments you do not want added to your workspace. All employees belonging to the respective departments in the same SSO source will automatically be assigned to the department in Track.

Click “Import” to add the departments to your workspace. 

Once your departments are imported, you’ll land back onto the Department Overview Page where all your departments will appear. You will have the opportunity to manually assign a budget, products, employees, and a department owner to each department. Spend will accumulate depending on what products are used by the department.

Note: Before adding individual department budgets, visit the Budgets page and enter a fiscal year. The fiscal year serves as the period to reference when comparing your company’s financial performance over time.

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