Show details for Creating departments to group your customers | ID:BG_016

Creating departments to group your customers | ID:BG_016

Creating departments to group your customers

This tutorial will cover the Departments functionality within Infigo and describe its usage.

Guide1 min readVideo9-step guideRef BG_016Updated 8 Oct 2026

Overview

Departments are a means of grouping your users together and giving them specific pathways and capabilities when using your storefront. For example, users in a department may have access only to certain delivery or payment methods.

Departments can also be used in conjunction with a feature named Access PermissionsA means of controlling which customers have access to different products., to control access to certain products. This functionality will be covered in another tutorial.

You create a department from the Departments screen under Configuration, then add customers to it. You can also choose which payment methods, shipping methods and delivery addresses the department can use. Each section saves separately, so click Save changes in every section you edit.

What you'll be able to do

  • Open the Departments screen from Configuration.
  • Click Add new record, enter the Name, Description, Cost Code and PL Code, then click Insert.
  • Expand a department with the + icon and tick the customers you want to place in it.
  • Choose the payment methods, shipping methods and delivery addresses a department can access.
  • Click Save changes in each section you edit, because every section saves separately.

Step-by-step

  1. Click on Configuration

    First, we navigate to the Departments screen.

    Click on Configuration
  2. Click on Departments
    Click on Departments
  3. To create a new Department, click on Add new record
    To create a new Department, click on Add new record
  4. Enter Department information, then click on Insert

    Give the department a Name, Description, Cost Code, PL Code. The most important thing here is Department Name.

    Enter Department information, then click on Insert
  5. Click on '+' to access additional Department settings
    Click on '+' to access additional Department settings
  6. Select the Customers you wish to place in this department
    Select the Customers you wish to place in this department
  7. Click on Save changes
    Click on Save changes
  8. Select additional Department data

    Specify the payment methods, shipping methods and delivery addresses that this department can access.

    These lists are populated from other areas of Infigo. Adding additional options to these lists will be covered in other tutorials.

    Select additional Department data
  9. Departments are now created.

    For this example, we have created Departments covering 3 companies and an admin group.

    These will be used for future tutorials.

    Departments are now created.

Video transcript

0:13 This tutorial

0:14 will cover the department's functionality

0:17 and describe how you might go about using it.

0:20 So departments are a means of grouping your users together and giving them

0:24 specific pathways and capabilities when using your storefront.

0:30 So, for example, users in a department

0:34 may have access only to certain delivery or payment methods.

0:38 Departments can also be used in conjunction with a feature named Access

0:42 Permissions to control access to certain products.

0:45 And that functionality will be covered in a different tutorial.

0:52 The first thing we need to do is to navigate to the department's screen.

0:56 So that's found under configuration

0:59 and departments.

1:03 This shows us a list of all of the departments that we have

1:06 available in the current storefront, of which at the moment there isn't any.

1:12 We click on Add New Record.

1:15 It wants a few bits of information from us

1:18 to do with the Department.

1:22 So primarily these first four boxes hit.

1:25 So we have a name of the department, a description,

1:37 a cos code

1:45 and a PL code.

1:54 With those bits of information inputs,

1:55 we can go on, insert

2:00 and we can get to some additional information

2:02 for that department by clicking on this plus icon to the left hand

2:07 side of the entry.

2:11 What we have available in here,

2:14 first and foremost, is to choose the customers

2:16 that we want to place within a particular department.

2:20 So it's just a case of

2:23 clicking on the checkbox next to the customers

2:25 that you want to insert at the moment.

2:28 Of course, we only have one customer in this storefront.

2:31 We will be adding more in future sessions

2:37 or scrolling a bit further down.

2:39 You also have the ability to select available payment methods to

2:45 customers within this department.

2:48 The same with shipping methods.

2:51 And if you've got different addresses defined,

2:54 you can choose which addresses that department is also able to use.

2:59 How to actually set up

3:01 these methods will be covered in different

3:04 tutorial videos.

3:11 Would you need to make sure

3:12 that we save these changes

3:23 so every single one of these sections has a different

3:25 save changes icon that you need to be aware of

3:33 and that is it.

3:34 That is your department created with a customer

3:38 defined to that particular department

3:42 for the purposes of this tutorial and our continued build of our storefront.

3:47 I'm also going to set up

3:48 a few additional departments which are going to help us going forward.

3:52 So if you are working alongside these tutorials to create a sample storefront,

3:57 then I would recommend creating some additional departments as well.

4:03 So we've got one which is called

4:05 RedCoDepartment.

4:20 Don't worry too much about the description cost code

4:22 PL code, just put anything in those

4:27 and also some similar entries

4:29 for blue co and green co.

5:03 There's our four departments created.

5:09 We click on Save

5:11 and those are now applied.

Guide | Creating departments to group your customersRef BG_016 | Last updated: 8 Oct 2026
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