Business Units

The Business Units screen allows you to manage and organize your company's business units efficiently. This guide will walk you through the key features and functionalities of the Business Units screen.

Accessing Business Units

The To access the Business Units screen:

  • Navigate to Program > Business Units in the main menu.

This will bring you to the main Business Units page where you can view and manage all Business Units.

Viewing Business Units

The main Business Units screen displays a list of all existing business units with key information such as Name, ID, and Status.

Searching and Sorting

Search

To find specific business units:

  • Use the search bar at the top of the Business Units screen.
  • Enter relevant search terms (e.g., Display Name, Internal Name, Integration ID or Organization ID)
  • Click the search icon to initiate the search

Sort

The "Sort" drop-down menu allows you to sort the Business Units on a variety of different fields. To sort the list of Segments, select the desired sort option from this menu.

  • ID (default)
  • Name
  • Created Date
  • Updated Date

Creating a New Business Unit

To create a new business unit:

1. In the "Enter Display Name" field, enter the Display Name value for the new Business Unit.

2. Click Create.

3. Fill in the required information in the modal window:

  • Address: Enter the address for the business unit
  • Description: Enter a description for the business unit

4. Click Save to create the new business unit

5. Once saved, you will be redirected to the Business Units List View.

6. Access the newly created Business Unit by clicking into it from the List View

7. On the Definitions Tab click the Edit Button to enter other details such as, Integration ID, Organization ID, Phone Number, Website URL, Alert Emails, Business Attributes and Custom JSON.

Editing a Business Unit

To edit an existing business unit:

1. Access the Business Unit to be edited.

2. To edit the main details of the Business Unit such as Address and Description, Click on the Edit icon at the top right hand side of the screen.

3. Click Save to apply your changes.

4. To edit Other Details such as Integration ID, Organization ID, click on the Edit Button on the Definitions Tab Other Details.

5. Click Save to apply your changes.

Deleting a Business Unit

To delete a business unit:

1. Access the Business Unit to be deleted.

2. Click on the Edit icon at the top right hand side of the screen.

3. In the edit modal, click Delete.

4. Confirm the deletion when prompted.

NOTE: Deleting a business unit may have significant implications for associated data and operations. Ensure you have the necessary permissions and understand the consequences before proceeding with deletion.