Play the video below if you would prefer to see how to do this.
Navigate to Organisation and Users from the Menu.
Hover over the Organisation level that your new Unit will sit within - you may need to click on the + icon next to the Organisation if it is broken down into several levels.
In this example, we're going to add a new Unit within ‘Investments', which is part of the 'Bank of Unicorn Limited' Organisation.
Click on the +Unit button that appears.
The New Organisation Unit popup window will appear.
Complete the popup as follows:
|Name||Enter the new Unit's name. For example, 'Investments Admin'. We would recommend that if you have sub-Units of Organisation Units with the same name, for example an investments department in mortgages and corporate, you should give them slightly different names in order to differentiate them in Reports. In this example, we could call them Mortgage Investments and Corporate Investments.|
|Code||The Code has to be unique and we recommend that you follow your company's naming convention.|
Choose whether the Unit is a Division or Department (useful for Reporting):
This is an optional field if you want to include a further way of identifying the Unit for Reporting.
Click on Save to create the Unit.
Now that you have a new Organisation Unit, you will probably want to add some Users to it. Please see the Create a User Account guide if you're unsure how to do this.