Departments are a way for you to structure your user setup and hierarchy in Moss. A department can consist of one or multiple teams.
Setting up departments helps you keep track its spend and ensures that all spend is booked to your relevant cost center accounts and allows you to assign department managers, who will be responsible for managing any incoming purchase requests from their team.
A properly set up department structure can be useful for you, to easily route high volume approvals to a department manager.
Setting up departments
To create a department you need to follow these steps:
Login to Moss
Go to “User management” > open up the “Departments” tab
Click on “Add department” in the top right corner
Give your department a name. You can also select a department manager (optional).
Select the teams which should be in the department
Once you added all the details click on “Save”.
Your created department will now show up in the department overview and can be immediately used.
Note: Each team can only be in one department.
Add or remove teams from a department
You can easily add or remove teams from a department or move a team from one department to another.
Go to “User management” > open up the “Departments” tab.
Click on the department that you want to remove the team from.
In the side panel, click on “Manage”.
A teams overview will open up. There you can
Remove teams by hovering over a team and clicking on the “x”
Click on “+Add” and select the teams that you want to add. If you add a team that is already part of another department, the team is transferred to the new department and removed from the previous department.
Note: You can edit your departments at any time. Be advised that approvals/requests that are already being processed will be routed according to the approval rules setup at the time of the request.
Department managers
The department manager in Moss can be responsible for managing card- and payment requests for the teams that it hold. This will help free up valuable time for the Moss Administrators, and also ensures that the person who knows most about their department is able to manage and control the spend accordingly. It will also ensure that team managers do not get any requests, that should be routed to the department manager (e.g. high-volume requests).
Add or switch a department manager
Department managers can be chosen, when setting up a new department (read here) or added and switch later.
Follow these steps to add or switch a department manager:
Go to “User management” > open up the “Departments” tab.
Click on the department that you want to add a manager to
In the sidepanel, select the new manager for the department.
Note: One user can be the department manager of multiple departments.