Common Components Help

AEF Help

Editing Details About a Business Unit

Users assigned to the role of Organization Manager can edit information about their business unit. Only Organization Managers for the host company can edit information about other business units.

To edit details about a business unit

1. Click Tools > Administration > Companies to view a list of companies. (This link is available only for users defined in the role of Organization Manager.)

The Administration: Companies page opens.

2. Click the Name of the parent company of the business unit. The category list and Properties page for the selected company opens.
3. From the Company category list, click Business Units.

(Subsidiaries can also have business units connected to them. If you want to view information about a business unit of a subsidiary, you need access the subsidiary under the company category list, then click Business Units from the subsidiary category list.)

4. Click the Name of the business unit you want to edit. The category list and Properties page for the selected business unit opens.
5. From the Properties page, click Edit Details from the page Actions menu.
6. Use the Edit Business Unit Details page to make changes. For details on specific fields, see Creating a Company, Subsidiary, Business Unit, or Department.
7. When you have modified all necessary fields, click Done.