Departments and functional roles
Workspace admin2 min readUpdated 8 Sep 2026
In this article
In a finance team of thirty, knowing who is in Accounts Payable and who is a manager is useful when you are deciding who to ask for something. That is what these are for.
- How to create one and assign it
- Where the labels show up
- Why neither grants any access at all
- Whether you need them (probably not, in a small team)
01 · Why
Why do we have this?
In a finance team of thirty, knowing who is in Accounts Payable and who is a manager is useful when you are deciding who to ask for something. That is what these are for.
02 · How
Create and assign
- Go to Settings → Members.
- To create them, use the Departments or Functions tab and press
Add. - To assign one, use the Assign department or Assign function control on a person’s row.
03 · Expected result
The labels show as chips in the DEPARTMENTS and FUNCTIONAL ROLES columns on the Members list, and you can filter by them.
04 · Notes
A person can have more than one of each
Both fields accept several labels at once.
05 · FAQ
Common questions
So what is the point of them?
Finding people, and filtering the Members list. In a small team you may never need them.
Can I use a department to control which workspace somebody sees?
Not from the Members page. Workspace access is set per person — see Who can see which workspace.
Do I have to fill these in?
No. They are optional and can stay empty.