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Creating a Business Unit

Mohammed Jamal Updated by Mohammed Jamal

The Business Unit is a specific business function that is defined on your organisational chart.

To create a Business Unit in your organisation:

  1. Navigate to Settings > Security > Business Units. The 'Business Units' page is displayed:
A Parent Business Unit is automatically created when the system is installed. Any Child Business Units can then be created and attached to the Parent Business Unit.
  1. Select the Create new record button on the toolbar. The 'Business Unit: New' page is displayed:
  1. Complete the fields on the page. Mandatory fields are marked with a red asterisk *.
  2. Select the Save button on the toolbar.

Teams Tab

When managing Business Units, Teams can be created from here.

To create a Team and assign it to a Business Unit:

  1. Select the Teams tab. The 'Teams' page is displayed:
  1. Select the Create new record button.
  2. Follow the instructions in the Creating a Team article.

Users Tab

When managing Business Units, System Users can be created from here.

To create a System User and assign it to a Business Unit:

  1. Select the Users tab. The 'System Users' page is displayed:

  1. Select the Create new record button.
  2. Follow the instructions in the Creating a System User article.

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