Create a Business Unit

1. Select Admin > Security > Business Units.

2. Select New.

3. In the Description field, enter the name of the business unit you want to create.

   For example, Legal Services.

4. To deactivate the business unit, select the Deactivated checkbox.

   Select this checkbox if the unit isn't active yet.

   You can't assign a user to a deactivated business unit.

5. To associate all users with the business unit, select All users.

6. To select the designations you want to associate with the business unit:

1. Select the Select user, team and designation option button.

2. Select the Designations tab at the bottom of the Business Unit Maintenance screen.

3. In the Available area, select the designation you want to associate with the user – Double-click the designation or select the Select icon.

7. To select the teams you want to associate with the business unit:

1. Double-click the team or click the Deselect icon.

2. Check the Select user, team and designation option button.

3. Select the Teams tab at the bottom of the Business Unit Maintenance screen.

4. In the Available area, select the team you want to associate with the business unit.

8. To specify users who belong to the business unit:

1. Select the Select user, team and designation option button.

2. Select the Users tab at the bottom of the Business Unit Maintenance screen.

3. In the Available area, select the user you want to assign to the business unit.

9. To see the security profiles associated with a business unit, select the Security Profiles tab at the bottom of the Business Unit Maintenance screen.

10. Select Save.