XFatora

Tenant Admin & Departments

Structure your organization by defining administrators, departments, and role-based access.

Tenant admin permissions screen Department assignment example Organization settings overview

What you can do here

  • Assign a tenant administrator role for platform governance.
  • Create departments to group staff by function.
  • Apply role-based permissions for each department.

Before you start

  • You must be a tenant administrator or have People Records permissions.
  • List your departments and key roles (Sales, Finance, Support).
  • Define which modules each department needs access to.

Step-by-step

  1. Open People Records and confirm the current administrator list.
  2. Create departments and add clear names (e.g., Sales, Finance, Operations).
  3. Assign staff members to departments and confirm their job titles.
  4. Set role-based permissions per department (CRM, Projects, Accounting).
  5. Review access by logging in with a test user or using the permission preview.

Tips & Common mistakes

  • Keep administrator access limited to reduce risk.
  • Use department-specific roles instead of giving blanket access.
  • Review permissions quarterly or when staff changes occur.

FAQ

Can a staff member belong to more than one department?

Yes. Use multiple roles or shared departments if the team member supports multiple workflows.

Where do I manage role permissions?

Use the Roles section in People Records to adjust access by module and feature.

How do I know if permissions are correct?

Use a test account and verify menu visibility for each department.

Next steps

Users, Roles & Permissions Navigation & Search Dashboards & Reports