Purpose
This article describes how to create and manage departments for your organization from the TravelBank Company Settings page.
Audience
This article is directed toward TravelBank administrators.
Notes
You cannot delete a department from the Departments page. To delete a department, reach out to TravelBank support.
If/when TravelBank support deletes a department, per your request, any data that uses that department will be affected.
Instead of deleting/deactivating a department, you can replace a department with another department (that is, rename a department) from the Departments page.
The General department is the default department automatically added for your organization; it is fixed and cannot be deleted or modified.
By default, all employees are assigned to the General department.
With a paid TravelBank subscription, you can assign an employee to multiple departments (up to 20). Review our help article on this topic to learn more about assigning employees to multiple departments and editing employee department assignments.
Create a department
To add a department in TravelBank, take the following steps:
From the TravelBank navigation menu, select Company Settings > Employees > Departments.
Select Add Department at the top-right of the page (Figure 1). This brings up an Add Department dialog.
Enter the name of the department and the external ID, if applicable, and select Save.
Your department should now appear on the Departments page.
Note: The External IDs field [optional] is only available if you have not enabled a general ledger integration that is syncing departments.
Figure 1. Departments page, Add Department button
Edit a department
To edit a department in TravelBank, take the following steps:
From the TravelBank navigation menu, select Company Settings > Employees > Departments.
Locate the department you want to change, then select the pencil icon at the far-right of the row. This brings up an Edit Department dialog (Figure 2).
Make any needed changes, and then select Save.
Figure 2. Edit Department dialog
Need help?
If you need help, contact the TravelBank support team:
Email support@travelbank.com.
From the website or mobile app: Open the navigation menu and select “Chat with us”.
Publish date: March 07, 2023
Last update: September 8, 2025