Business units can be configured in the Platform’s Settings area, within the “Organizational Settings” section. First, click the user drop-down in the top right corner of the platform and click “Settings.” Next, click “Business Units” to display the page below:
After clicking the orange + NEW BUSINESS button in the top right corner, the form below is displayed allowing for the input of a Business Code (required), Business Unit Name (required), Business Unit Description, Employee Headcount, Division, and Location (required). Please note that Location must be added prior to setting up a Business Unit. Divisions is optional and can be added later.
