Company unit management > Create company unit

Create company unit

To add a company unit to the company unit hierarchy:

1. From the main menu, select Administration > Instance Management > Module - Company Unit.

   The Module - Company Unit screen appears.

2. Click the Insert Company Unit link.

   The Insert Company Unit dialogue box appears.

3. Type the name of the new company unit in the first field.

   Note: The name cannot contain quotes, double quotes or any other special characters.

4. If the new company unit:
   • belongs to a parent that has already been created, select the appropriate parent unit from the drop-down list.
   • sits at the top of the hierarchy, leave the default option [No Parent].
5. Click Save. Your new company unit will appear as part of the company unit hierarchy diagram on the Manage Company Unit Settings screen.