Adding a Business Unit

System Administrators have the ability to create and manage Business Units for their company to organize their company in a way that reflects its functional divisions. System Administrators can manage Business Units to represent their organizational divisions, associated users, and points of contact.

Note: Adding a new business unit will automatically create an organization in the system.

This article covers the following topics:

Navigating to Business Units


1. Navigate to System Admin from the sidebar and click on the Business Units screen. 

Adding a Business Unit


1. Click on the Add Business Unit button as shown above. 


2. Enter the details pertaining to that specific business unit and click on the Save Business Unit button as shown above. 

A success message will appear at the bottom of the screen and your newly created business unit will be added within the Business Units screen.