Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Anchor
top
top

Info

This page is for the Operations App. For the Classic Operations App please see Business Units (Classic Operations App).

...

How to Create a New Business Unit

Excerpt
nameHow to Create a New Business Unit
  1. Go to Maintenance > Business Units.

  2. Click the + button in the top right.

How to Edit a Business Unit

  1. Go to Maintenance > Business Units.

  2. Click the business unit you would like to edit or click the action menu at the end of the row and select Edit

Tip

Quick Tip: You can open 2 edit forms by selecting the checkboxes of the business units and clicking the edit pencil icon in the top right.

...

Note

A business unit cannot be deleted if it is associated with another record (e.g. customer, human resource, etc.).

  1. Go to Maintenance > Business Units

  2. Check the checkbox of the business unit(s) you would like to delete. 

  3. Click the delete button in the top right.

Page Properties
hiddentrue

Related pages

CXTU Courses/Lessons