Business Unit Records Management¶
Create a Business Unit Record¶
In order to create a Business Unit record, complete as follows:
- In the main menu, navigate System>User Management>Business Units.
- Click the Create Business Unit button.
- Define the details of the business unit. See the fields descriptions in the sections below.
See a short demo on how to create organizations and business units, or keep reading the step-by-step guidance below.
|Name||The name used to refer to the business unit on the interface. 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).|
|You can define these contact details of the business unit, if applicable.|
Select / clear the HAS BUSINESS UNIT check box to assign/unassign a user to the business unit:
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: