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Business units

In brief

Business units are departments or divisions within a company based on function, management and/or location. Business units are assigned to employees and cases when they're added to the system, and can be edited by an administrator on the employee's Personal details page or according to Access rights on the Case page. 

businessunits.png

Add a business unit

  1. Hover on Tools, click Settings in the drop-down menu and then click Business units.
  2. Enter a Name and click Save.
  3. On the next page verify Language, Formatting and Time zone preferences, or select another option.
  4. Click Save.

Edit a business unit

  1. Hover on Tools, click Settings in the drop-down menu and then click Business units
  2. To edit business unit details, click the Edit on left of the row, and make changes to the Language, Formatting and Time zone preferences and click Save
  3. To disable a business unit, click Disable disable.png on the right of the row. Disabled business units are still associated with existing employees and cases, but aren't available for selection when editing or adding new ones.

Edit an employee's business unit

  1. Hover on Tools, click User management
  2. Click the person's name to open their Personal details page
  3. Click the Edit button on Overview section title bar
  4. In the Business unit field, click to open the drop-down menu and click to select a unit
  5. At the bottom of the section, click Save

Edit a case's business unit

  1. Open a case
  2. Click the Edit button on Overview section title bar
  3. In the Business unit field, click to open the drop-down menu and click to select a unit
  4. At the bottom of the section, click Save

edit_business_unit.jpg.

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