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Business Unit Records Management

Create a Business Unit Record

In order to create a Business Unit record:

  • Go to System → User Management → Business Units
  • Click the Create Business Unit button
  • Define the general details of the business unit created:

General

Name Description
Name The name used to refer to the business unit in the UI. This is the only mandatory field.
Parent Business Unit Define the business unit to which this business unit belongs (a level higher in the administrative hierarchy), if applicable.

Phone

Website

Email

Fax

You can define these contact details of the business unit, if applicable.

Users

Check/uncheck the HAS BUSINESS UNIT box to assign/unassign a user to the business unit:

Note

Please note that the “HAS BUSINESS UNIT” check-box defines if the user is assigned the specific business unit that you are creating/editing

View and Manage a Business Unit Record

All the business units available are displayed in the Business Units grid (System → User Management → Business Units).

From the grid you can:

  • Delete a business unit from the system:
  • Get to the Edit form of the business unit:
  • Get to the View page of the business unit:
Browse maintained versions:
current1.102.02.32.4