What is a primary department?
If a primary department is selected for a coworker, this department will automatically be selected for documents added by this coworker.
You don't have to choose a primary department for a coworker. If coworker who hasn't been assigned a primary department adds a document, you can easily manually add a department in the Department field on the document:
How do I assign a primary department to a co-worker?
Go to Settings > Team, and click the desired co-worker. You can now select a primary for that coworker:
You can choose from departments that were imported from your company's accounting platform via an integration or that were have created manually in Settings > List > Departments (if no departments were created, the ability to select a primary department will not be visible).
You can also use the company's workflow to automatically select department for new documents. Read more about setting up workflow here.
Departments and visibility of categories
For employees assigned to a primary department, you also have the option of limiting which categories they have available for posting attachments.
By going to Settings > Lists > Departments and ensuring that the desired departments have been created, as well as assigning the relevant department to an Employee on the employee's profile under Settings > Team.
You can then press the pencil icon on the department in question to open up the department's available categories and sort by the visibility of these.
The available categories under a department are based on your account plan. That is if a category has been hidden in the overview on the primary chart of accounts, it will not be found under the individual department's available categories.