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Creating new Departments

Learn how to automate your workflow by making different Departments and assigning your assets to them.

Updated over a week ago

Trio allows you to create Departments to manage everything from one place. You can create specific policies for each Department to ensure that your Devices follow organizational guidelines. This way, you'll have a complete list of all your Departments and assets, making it easy to assign assets to specific Departments.

To create new Departments, follow these steps:

  1. From the Dashboard, go to Departments.

  2. Click Create Departments.

  3. Provide a name for the department, select a manager from the list of onboarded Employees, and provide a description if needed. Once done, click Next.

  4. Choose the job titles relevant to the Department and click Add. Add as many as necessary, then click Next.

  5. Click Add Application to choose the necessary applications required by the Department.

  6. Mark the checkboxes next to the desired apps and select Add.

  7. Determine if the apps must be auto-installed or added to the software desk. Once done, click Next.

  8. Select Add macOS Profiles to assign all Mac Devices in this Department with the intended Security Profiles. (Select another operating system if no one in this Department uses MacBooks.)

  9. To add Security Profiles for Devices running on the chosen OS in this department:

    1. Check the boxes next to the desired Security Profiles.

    2. Click Add.

  10. To keep this Department compliant with industry standards, select Add Trio Profiles.

  11. Check the boxes next to the desired regulations and click Add.

  12. Once all the intended Security Profiles are added, select Next.

  13. Select Add macOS Profiles to assign all Mac Devices in this Department with the intended Configuration Profiles. (Select another operating system if no one in this Department uses MacBooks.)

  14. To add Configuration Profiles for Devices running on the chosen OS in this department:

    1. Check the boxes next to the desired Configuration Profiles.

    2. Click Add.

  15. Once all the intended Configuration Profiles are added, select Next.

  16. Review the Department's information and click Confirm.

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