To add a new Business Unit, head over to the Control Panel, under Organisation, click on the Manage Business & Billing Units.
Once you are in the Manage Business & Billing Units, click on the Add Business Unit button.
The following dialogue will appear.
The fields you will find are as follows.
- Display Name
Here you would add the name of the business unit. - Parent Business Unit
Here you would select the parent business unit.
A Parent Business Unit is a business unit with one or more business units that report to it in the organizational hierarchy.
- Address
Here you would select the address of the business unit. It will be a drop down and these addresses come from when you input addresses under the “Manage Offices” under “Organisation" in Control Panel.
- Number
Here you would give an abbreviation of the business unit. You can use alpha-numeric characters, or you can click the wand icon next to it use the next available “number” to use. - Country
Here you would select the country the business unit is in. - Time Zone
Here you would select the time zone the business unit is in. This will typically be the time zone of the country it is in. - Primary Language
Here you would select the primary language of the business unit. This will typically be the native language of the country it is in. - Define as a Billing Unit
Clicking this will define the business unit as a billing unit. There will be a drop-down menu to enter additional details.
If you are wanting to add a Billing Unit, please click here.
If you are only wanting to add a Business Unit, simply click on the Create button and you are done.
Note:
1. Ensure you are a User with 'Administrator'-rights set to access the Control Panel.
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