How to Restrict Assignments to Private Departments in Profit.co?

Profit.co allows you to restrict the key results assignments to Private Departments.

Why this feature?

• Restricting assignments to private departments ensures sensitive information remains accessible only to authorized team members, protecting the integrity of critical data and workflows.
• This feature simplifies managing permissions by limiting task visibility, preventing unauthorized access, and fostering a secure and efficient collaboration environment for private teams.

Step 1

To restrict assignments, navigate to Settings → User Management from the left navigation panel and switch to the Departments tab.

Choose the required Department and click on the Edit icon.

On the Update Department page, enable the Private toggle for a selected department, Let’s say the Human Resources department, and enable the Restrict assignments to only parents and sub-departments toggle.

By enabling this toggle the other department users cannot view the Human Resources department when they try to assign a key result.

Step 2

For Instance, let’s say that Matthew Perry wants to assign a key result to the Human Resources department, he will not find that department in the list.

Note: Once the Department is set as Private, and the Restrict assignment to parents and sub-departments is enabled, that department will remain private and invisible to the users of the other department.

Step 3

But, Andrea Cantillo the head of the department, can also assign the key result to the Human Resources Department.

Related Answer Post

To know more about How to change the visibility of a department to private, click here