Managing Company UnitsEdit on GitHub
This article describes the procedures you can perform in order to create and manage the company units.
To start managing company units, navigate to the Company Account > Company Units section.
Creating Company Business Units
To create a new company business unit:
- In the top right corner of the Overview of Company Business Units page, click Create Company Business Unit.
- On the Create Company Business Unit page, populate all required information: select company from the drop-down list and enter the name of the business unit. Parent, IBAN, and BIC fields are optional and can be populated later.
- Click Save. The new created business unit will appear in the Company Business Units table on the Company Units page.
The fields that you enter and select are described in Company Account: Reference Information.
The business units can be managed by triggering certain actions in the Actions column in the Company Business Units table. Specifically, business units can be Edited and Deleted.
Editing a Business Unit
To edit a business unit:
- Click Edit in the Actions column if you want to change the details for a business unit such as Parent BU, Name, IBAN, and BIC.
Once the company business unit address is created, you can attach it to a business unit on the Edit Company Business Unit page. See Managing Company Unit Addresses for more details.
- Once done, click Save.
Deleting a Business Unit
If you want to delete an existing business unit, click Delete in the Actions column.
What’s next? You need to create a company unit address so that you can attach it to your business unit. See Managing Company Unit Addresses for more details.
See Company Account: Reference Information to know about the attributes you see, select and enter while working with company units.
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