Creating a New Business Unit

Article Content

Overview

User Account Requirements

Navigation

Creating a New Business Unit


Overview

Compliance Officers can add new business units to an organization.


User Account Requirements

The user account used to log into Kroll's Managed Compliance Software must have Compliance Officer permission to access the Library section.


Navigation

  1. From the Home screen, click on the Home dropdown menu.

Home dropdown menu.png

Home Dropdown Menu

  1. Click the Library link.

Library Link.png

Library Link

  1. From the Org Structure screen, click the + Create Business Unit button.

Create a new business unit button.png

+ Create Business Unit Button

 

Creating a New Business Unit

  1. From the Create a New Business Unit screen, enter a business unit name in the Business Unit Name field.

Business Unit Name Field.png

Business Unit Name Field

  1. Enter a description outlining the business unit in the Description field.

Description Field.png

Description Field

  1. Select a business unit type from the BU Type dropdown menu:
    • SBU
    • Location
    • Function
    • Legal Entity

BU Type.png

BU Type Dropdown Menu

  1. Click the Create button to add the new business unit to the organization.

Create button.png

Create Button

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