Departments, such as Procurement, Legal or Finance, let you categorise suppliers, contracts, sourcing activities and savings by team. Each department is linked to one or more locations.

Before you start

Only users whose role has Create access to Department Management can add departments. To check your access, see Viewing Your Access Rights. The location you want to link must already exist: see Add a New Location.

Add a department

Open Settings > Departments and click Add New Department

The Add Department panel opens.

Enter the Department Name

Up to 100 characters.

Choose one or more Linked Locations

A department must be linked to at least one location.

Click Add Department

The department can now be chosen on records with any of its linked locations.

Add a department from a record

Open the Department list on the record form

This works when you create or edit a supplier, contract, sourcing activity, savings initiative or user.

Choose New Department

Enter the name and save. You'll stay on the record you're working on.

Adding a department from a record form
Adding a department from a record form

Troubleshooting

I added a department with an existing name and no new one appeared

If the name matches an existing department, oboloo adds the locations you chose to that department instead of creating a duplicate.

I see "Demo records cannot be linked to your own records."

You chose a demo location, marked Demo Record. Link your own locations instead, or remove the demo data.

I can't see Add New Department or New Department

Your role doesn't have Create access to Department Management. Ask an administrator to update your role.

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📌 Need Further Help?
If you need further assistance, please contact your internal platform administrator for support. Otherwise please reach out to oboloo's support team. If you are unable to view the above area in the oboloo platform, please check your user permissions and access rights.