Units Management (Account Manager)

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The units management module, accessible via Members management application. It is used to create, manage and delete organizational units with their respective members.

ATTENTION - This application only appears for corporate users with an account manager profile.

Unit Management


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.

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unit dashboard

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Dashboard 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 image-20240818-182607.png. The portal will filter the units containing the characters included in the search filter. To cancel a filter or search, click image-20240818-182634.png.

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