Departments are used in policies and reports. Therefore, consider your reporting needs when defining departments in the Zscaler service. Ensure that the departments are structured according to your reporting needs so that you get the desired department-based reports.
Unlike groups, a user can belong to only one department. The service tracks usage at the user level. If a user belonged to multiple departments, then they would be reported multiple times. Additionally, with the role based admin feature, administrators can have control over a set of users in a department. When you set up administrators, you can define their scope by department. If users belong to more than one department, this can cause conflicts.

Zscaler provides a number of ways to provision user accounts, groups and departments as described in Choosing Provisioning and Authentication Methods. You can also add departments when you configure policies. This article describes how to manage departments in the User Management page of the admin portal.

From the User management page of the admin portal, you can do the following:

Add individual departments

To add a new group:

  1. Navigate to Administration > Authentication > User Management > Departments tab.
  2. Click Add and do the following:
    • Enter the Department name.  
    • Optionally, enter Comments. Comments cannot exceed 10240 characters.
  3. Click Save.
  4. Repeat the procedure for each new department, and then activate your changes.

Import departments

Do the following:

A. Prepare the CSV File

Download the sample CSV file and add your department information to ensure that the format of your entries is correct. To download the sample CSV file and use it as a template:

  1. Click Import .
  2. Click Sample Import CSV file.
  3. Save the CSV file and add your user information.

B. Import the CSV File

To import a CSV file:

  1. Navigate to Administration > User Management > Departments tab.
  2. Click Import.
  3. Click Choose File, navigate to the CSV file you want to import and click Import.
    The service displays the import results. If it failed to import certain records, the service includes these details in the results.

Download departments

To download a CSV file that lists all departments:

  1. Navigate to Administration > User Management > Departments tab.
  2. Click Download.

NOTE: You cannot import the downloaded file because it uses a different format. The file that you import must be in the same format as the sample CSV file provided when you click Sample Import CSV file.