Add Business Units

Adding Business Units allows organizations to segment their operations into distinct categories or divisions, streamlining management and reporting. This feature is particularly useful for businesses with multiple locations, departments, or service lines, ensuring that each unit can be tracked and managed independently while remaining part of the overall company structure. By creating Business Units, you can improve organization, enhance reporting capabilities, and align operational workflows with your business's unique structure. This simple process enables administrators to define and manage Business Units effectively, keeping operations organized and efficient.

Prerequisites: Account owners and those with administrator access.

Instructions

1. From the main Dashboard, click the Administration tab.
   
   
   
   
   
   
2. You will enter the Administration Dashboard.
   
   
   
   
   
   
3. Click on Company Settings.
   
   
   
   
   
   
4. Click Business Units from the expanded Company Settings tab to enter the Manage Business Units page.
   
   
   
   
   
   
5. To add a Business Unit click Add Business Unit, where you will be taken to the New Business Unit page.
   
   
   
   
   
   
6. Fill in the relevant field and click Save.
   
   
   
   
7. You should then be taken back to Manage Business Units where the Business Unit will now be visible.