If your organization is already live with PeopleMatter, adding a unit can impact many settings and workflows. Use this checklist to ensure you have updated all necessary configurations related to adding a new unit. You may refer to units as locations or stores.
Click here to use the Administrator Best Practice: Add a Unit Checklist to ensure you have updated all necessary configurations related to adding a new unit.
Disclaimer: These steps apply to adding a similar unit to your existing business. If you’re adding an entirely new concept to your organization, there are additional considerations. Contact your Client Executive for more information.