NOTE: This functionality is intended for Complex Large scale organizations - Think national or multi national corporations. With the added level of complexity it is advised that you utilize contact lists over this functionality. Speak with your Software Client Relationship Manager prior to assigning contacts or lists to different business units.
Add, edit, or delete business units
The Manage Business Units section is where you add, rename, and delete the client-defined units that organize your contacts. Business units are set up during implementation. Do not add new units without consulting your H2Safety representative: they interact with contact lists, filters, and imports across the platform.
Before you start
You need Contact Manager permissions.
Add a business unit
Click the + sign.
In the pop-up, type the name of the new business unit.
Click Save.
Edit a business unit
Click the blue pencil icon beside the business unit name.
Revise the name in the pop-up.
Click Save.
Delete business units
Check the box beside the business unit. To delete several, check each one.
Click the trash bin in the top right corner of the screen. The unit is permanently deleted.
Deleting a business unit that has employees under it automatically defaults those employees to Corporate.
Related
Find and filter contacts by business unit