3.2. How to add a management unit?

Follow these steps:

  1. Please log in to the system to access "Dashboard".
    How to add a management unit? — 1
  2. Click menu items: "System -> Units".
  3. Click the "New" link.
    How to add a management unit? — 3
  4. Select "Example Company Ltd" from Org.
    How to add a management unit? — 4
  5. Fill in Name with "Home loans".
    How to add a management unit? — 5
  6. Fill in Address with "Wide Street 42-3".
    How to add a management unit? — 6
  7. Fill in Email with "info@example.com".
    How to add a management unit? — 7
  8. Fill in Internal notes with "My first department".
    How to add a management unit? — 8
  9. Click "Save".
    How to add a management unit? — 9
  10. You should now see "Example Company Ltd".
    How to add a management unit? — 10