Changing an Employee's Department (CRM)
Overview
This article explains how to move an employee to a different department, for example from Sales to Operations.
1. Open the employee's profile
Go to Resources → Employees.
Click the three dots next to the employee.
Click Edit.
2. Add or change the department
Add or change the department, then save.
3. Another way
You can also edit the department in the Pricing section of the employee's summary page.
Note: Changing a department does not change an employee's licence, role or branch. If their new job needs different access, update those too. See Managing Roles & Permissions (CRM).
Next article: Understanding CRM & Crew Licences
Related articles
Editing an Employee's Profile (CRM)
Assigning Employees to Branches (CRM)
For further questions, contact the Movermate Product Experts at [email protected].