Departments

Organize your team into departments for cleaner reporting, approval routing, and budget tracking in Eloope.

What departments are used for

Departments in Eloope help you group users by team, division, or business unit. Once configured, departments are used for:

• Filtering reports: View expenses by department in analytics.
• Approval routing: Route expense reports to department-specific approvers.
• Analytics: Compare spending across departments.
• Budget tracking: Monitor department-level budgets against actual spend.

View departments

1. Go to Admin Settings > Departments.
2. Browse the list of all departments, including their names and assigned user counts.

Create a department

1. Go to Admin Settings > Departments.
2. Click New Department.
3. Enter the department Name (required).
4. Add an optional Description to clarify the department's purpose.
5. Click Save.

Assign users to a department

1. Go to Admin Settings > Users Management.
2. Click a user's row to open their profile.
3. Select a department from the Department dropdown.
4. Click Save.

You can also assign departments during the user invitation process or when editing a user's profile.

Note: Each user belongs to one department at a time. To move a user, change their department assignment in their profile.

Edit a department

1. Go to Admin Settings > Departments.
2. Click the department you want to edit.
3. Update the name or description.
4. Click Save.

Delete a department

1. Go to Admin Settings > Departments.
2. Click the department you want to remove.
3. Click Delete.
4. Confirm the deletion.

Warning: You can only delete a department if no users are currently assigned to it. Reassign all users to a different department before deleting.