Adding a Business Unit

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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

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

Adding a Business Unit

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

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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.