How To Configure Org Units

Navigate to the Admin module at the top of the screen. Select Org Units in the left-hand panel. Click the New button.

A new screen will open. Enter the following as needed:

• Company: By default will populate with your company name
• Org Unit Name: Name your org unit
• Type: Unit or Sub Unit (if Sub Unit is selected, designate the parent entity – you may have numerous Sub Unit levels but only 1 Org Unit level)
• Parent Org Unit: Will display only when Sub Org Unit is selected as Type above. Select the Org Unit this is attached to.
• Org Unit Type: Used to give your org structure an extra dimension (such as Manufacturing & Sales – this is defined via the Org Unit Types menu item at the top of the Org Unit screen – this is not to be confused with the previous Type field)
• Representative: Contact person for org unit
• Email, Phone, Address: as needed
• Active: Used to activate or deactivate

Once the above fields have been completed click Save.

The display of your org units will look something like the following:

Video Demo

Coming soon...