Business Units

What is the Business Units feature:

A feature developed by Pier Cloud that allows you to view your company's registered Business Units, as well as add new Business Units.

How to use the Business Units feature:

1. Clicking on the user profile, in the “Settings” option, as illustrated below:

1. The system will display the side menu with some configuration options, where the “Business unit” option must be selected:

1. On the main screen, the system allows you to view the registered Business Units and add new ones by clicking the "Add" button:

1. The screen for registering new Business Units will be displayed, where you will need to enter the following information:

• Business Unit Name: Enter the name of the Business Unit you wish to register

After entering the necessary information, clicking on the "Save" button, the data will be stored and the system will return to the main Business Unit screen.

1. Filters:

On the main screen, the system allows you to apply some search filters:

• Name: You can search by the name of the Organization you want to view.

• Status: In addition to searching by company status, which are: All, Active and Inactive.

1. Actions:

The system also allows you to perform some actions for each registered Business Unit:

• Edit: By clicking on the "" icon, the system will open the editing screen, allowing you to change information such as:

  • Business Unit Name

• Remove: By clicking on the "" icon, you can remove a registered Business Unit.

The system will display a message to confirm the deletion.

By checking the checkbox, the button to complete the action and return to the main screen will be enabled.

• Cloud accounts: By clicking on the "" icon, the system will display the account information associated with the Business Unit.