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Business Unit Records Management

Create a Business Unit Record

In order to create a Business Unit record, complete as follows:

  1. In the main menu, navigate System>User Management>Business Units.
  2. Click the Create Business Unit button.
  3. Define the details of the business unit. See the fields descriptions in the sections below.

Note

See a short demo on how to create organizations and business units, or keep reading the step-by-step guidance below.

General

Name Description
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).

Phone

Website

Email

Fax

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

Users

Select / clear the HAS BUSINESS UNIT check 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: click the Delete icon.
  • Get to the Edit page of the business unit: click the Edit icon.
  • Get to the View page of the business unit: click the View icon.