Business Unit Maintenance

Business Unit Maintenance

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Business Units are simply a method for assigning multiple users to a group or team.

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Click to expand/collapse Accessing Business Unit Maintenance

Business Unit Maintenance is accessed via the top level AF menu: Administration > Business Unit Maint

Click to expand/collapse Business Unit Maintenance List

This page displays a list of existing Business Units.

Click Add New Business Unit to create a new group or team.

Click the corresponding Edit button to modify an existing Business Unit.

Click to expand/collapse Add New Business Unit

To add a new business unit, enter the requested information in the appropriate fields and click Save.

Note: None of the fields are required but can be necessary to provide contact information in a team handling workflow. When a demand is transferred to a Business Unit, the Rep Info section will only change if the Contact Name and Phone fields have been completed for the Business Unit.

Click to expand/collapse Edit Existing Business Unit

To edit an existing business unit, enter the desired changes in the appropriate fields and click Save.

Note: None of the fields are required but can be necessary to provide contact information in a team handling workflow. When a demand is transferred to a Business Unit, the Rep Info section will only change if the Contact Name and Phone fields have been completed for the Business Unit.

hmtoggle_plus1 Delete Existing Business Unit

An existing Business Unit cannot be deleted once used.  However, the Business Unit can be rendered obsolete by removing all user associations and renaming the Business Unit (e.g. Obsolete Business Unit; 1)

 

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