Update departments
This guide shows you how to update an existing department. You can change the department name, reassign the parent department, or modify the tag colour.
Prerequisites
- You have the required permissions (see above)
- At least one department exists (Create departments)
Instructions
Click the Settings icon in the left sidebar, then navigate to Org Settings → Org Structure → Departments. Click the overflow menu (···) next to the department you want to update and select Edit.
Step 1: Change the department name (optional)
- Update the Name field.
- The name must be at least 2 characters long.
Step 2: Change the parent department (optional)
To move a department within the hierarchy:
- Click the Parent Department dropdown.
- Search for and select a different department.
- To make it a top-level department, clear the selection.
Step 3: Change the tag colour (optional)
- Click the Department tag colour dropdown.
- Select a new colour from the palette, or choose a custom colour.
- Preview how the tag will appear below the colour picker.
Step 4: Save the department
- Click Save.
The department is updated and a confirmation message appears. Changes are reflected immediately throughout Klarify.
Troubleshooting
| Issue | Solution |
|---|---|
| Save button is disabled | Ensure the department name has at least 2 characters. |
| Cannot select a department as parent | A department cannot be its own parent. Additionally, you cannot create circular hierarchies (e.g., setting a child department as the parent). |