Division

Steps to set up Divisions

The division feature is most commonly used for multi-company setups within the same account and is usually set up during the import call or a new integration. The division can be assigned to an employee under their Employee Profile.  
Note: Divisions are optional and can be skipped if desired.

1. Go to the Settings dropdown and select “Modules.” 
   
   
2. Go to the System dropdown and select “Division.”
   
   
3. To create a new division, select the [New] button.
1. In the List Values column, enter the name of the division.
   
2. In the Status dropdown, select between “Active” or “Inactive.” 
   
   
4. Select the [Save] button to keep all changes.