How to Create and Edit Org Units

Modified on Tue, 5 Aug at 10:33 AM

System Administrators with access to one or more Legal Entities can create and edit Org Units. This is done in 

Settings | Legal Entities | Org Units. 


Creating new Org Units

To do this:

  1. Click Add New
  2. Enter the Org Unit name 
  3. If you need to place the Org Unit under another in the hierarchy, select Make this a sub Org Unit? and select the parent Org Unit
  4. Click Save


Editing Org Units

To do this:

  1. Click on the three dots beside an Org Unit
  2. Select Edit Org Unit
  3. Edit the org unit name or position in the hierachy
  4. Click Save

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