Edit company units

Edit on GitHub
You are browsing a previous version of the document. The latest version is 202204.0.

Learn how to edit company units in the Back Office. Additionally, this is the only way to add addresses to company units.

Prerequisites

Edit a company unit

  1. Go to Customers > Company Units.
  2. Next to the business unit you want to edit, click Edit.
  3. Select a PARENT.
  4. Enter a NAME.
  5. Enter an IBAN.
  6. Enter a BIC.
  7. Enter and select ADDRESSES.
  8. Click Save. This opens the Company Units page with a success message displayed.

Reference information: Edit a company unit

ATTRIBUTE DESCRIPTION
COMPANY A company this unit belongs to. You can define the company only when creating a unit.
PARENT A parent business unit of this unit.
NAME Name.
IBAN International Bank Account Number.
BIC Bank Identifier Code.
ADDRESSES Addresses of this unit.