The units management module, accessible via Account Manager permission, Members management application. It is used to create, manage and delete organizational units with their respective members.
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ATTENTION - This application only appears for corporate users with an account manager profile. |
Member Unit dashboard
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Member Unit Management
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As an account manager you have access to a dashboard that gives visibility and management functionalities to all units that are part of that organization.
Dashboard overview
A Unit dashboard lists all units in the form of cards with information on how many members are in each unit, the unit, unit name , and also a button to add units.
Unit FilteringDashboard filters
There is a filter option that can make it easier to find a unit when there are a large number of units.
Enter a full or partial unit name and click Apply filter 
. The portal will filter the units containing the characters included in the search filter. To cancel a filter or search, click Clear filter 
.