Overview
Business units are divisions within your company. The business units feature is a flexible way to group your company's employees into subgroups or divisions within your organization. Units can be divided by region, types of service or whatever criteria your company chooses.
Pre-requisites
Project Executives and Administrators are the default account types that can add/edit business units.
Process
Navigate to Company Settings on the lower left corner of the screen by clicking the profile name
Click Business Units on the left
Click Add Business Unit on the upper right. All Business Units for your company will be listed on this page.
Enter the name of the business unit you wish to create > Click Add Business
Click Add Child within a business unit to add subgroups.
Add Child: a child is a sub department of a given business unit. Select Add Child when you want to further break down a business unit into smaller groups. There is no limit to the amount of children a business unit can have or a limit to the amount of children a child of a business unit can have.
Delete a Business Unit
You can do this by clicking on 'Remove' next to 'Edit'.
Once the Business Units are created, you can assign employees to business units by editing their employee details. See Adding and Managing Employees in Your Workspace for instructions.
See Also