How to Create a New Org Unit

Modified on Mon, 1 Apr, 2024 at 4:04 PM

System Administrators with access to one or more Legal Entities can create Org Units.

Creating new Org Units

In Settings, select Legal Entities on the left. Select the required Legal Entity from the list.

In the Legal Entity management view, click Org Units at the top. Here you will see all Org Units under the specific Legal Entity. Click the Add New button on the right to create a new Org Unit.

In the dialog, enter the name of the new Org Unit. If it will be a sub-Org Unit (i.e. sit under another existing Org Unit) click the checkbox and select the parent Org Unit. Click Save to create the Org Unit.

Editing Org Units

Click on the three dots beside an Org Unit to edit it.

In the dialog you can update the Org Unit's name and change whether it is a sub-Org Unit or not. Click Save to save any changes.