Configuration > Business Units
Business Units are defined globally, and are used as part of a site structure in order to distinguish between different business operations. Business Units are one of the first configuration items which a new installation should address, because Users can not be created without being assigned to a Work Unit, which is a combination of a Business Unit and a Site.
Example
Sites: Fairfield, Davis
Business Units: Foods, Cleaners
Work Units could be any of: (Fairfield+Foods), (Fairfield+Cleaners), (Davis+Foods), (Davis+Cleaners)
Configure Business Units
Log in as a global admin (a user with a role which has All System Config Permission)
Click the System Configuration link
Click the Business Units link
Creating a new Business Unit
| 1. | Click on the Business Unit link at the top of the screen to display a pull-down menu |
| 2. | Click New Business Unit |
Note that the Business Unit ID field reports (new), meaning that a new record is being created.
| 3. | Enter a Name (required) and a Description (optional) |
| 4. | Click Save |
Editing an existing Business Unit
| 1. | Click on the Business Unit Name you wish to edit from the list at the left edge of the screen |
| 2. | Edit the Name or Description |
| 3. | Click Save |
Deleting a Business Unit
Note that if the Business Unit is currently assigned to a Work Unit, it can not be deleted.
| 1. | Click on the Business Unit Name you wish to delete from the list at the left edge of the screen |
| 2. | Click on the Business Unit link at the top of the screen to display a pull-down menu |
| 3. | Click Delete This Business |
| 4. | Click Yes at the Confirmation prompt |
