How to create a new department

Vault Synapse allows you to easily create and manage departments within your organization, helping you structure teams, assign managers, and track related data efficiently. 

To create a new department, go to the Departments module, open the Departments tab, and click Add New in the top-right corner of the screen.

A modal window will open, where you can enter the department details. 

• Name (required) – The full name of the department 
• Short Name (required) – The department abbreviation or key (e.g., HR for Human Resources, ACCT for Accounting) 
• Department Managers (optional) – Select one or more managers from your organization 
• Description (optional) – Add additional information or notes about the department 
• Color (optional) – Choose a color from the palette to visually associate with the department 
• Is Active – Checked by default; uncheck this option to hide the department from the list

Once all required fields are completed, click Save to add the department. The new department will appear in your Departments List and will be available across relevant Vault Synapse modules.

Note! Users can view the client information only with the relevant permissions/access rights given by the administrator. 

Note! Vault Synapse is a highly customizable tool, meaning certain parts and functionalities of the application can be additionally built-in or customized based on your business needs and preferences.