How to manage Business Units?

Introduction

Business Units allow you to manage multiple legal entities (subsidiaries, brands, companies) within the same Qwoty workspace. Each Business Unit can then be associated with your quote templates to personalize your sales proposals according to the issuing entity.

✍️ Prerequisites : You must have the Admin role to access this screen.

Access

In the left sidebar menu, click Settings
In the Workspace section, click Business Unit

View the list of Business Units

The screen displays the list of all your Business Units in a table:

Brand : Entity trade name
Company name : Entity official legal name

Search for a Business Unit

Use the search bar at the top of the screen to filter the list by brand name or company name.

Navigate the list

At the bottom of the table, you can:

Change the number of rows displayed per page via the Rows per page menu
Navigate between pages using the pagination buttons

Create a new Business Unit

Click the + New Business Unit button at the top right
A new page opens to set up your Business Unit

💡 Tip : Read the article « How to create and set up a Business Unit? » to discover all available configuration options.

Edit a Business Unit

Find the Business Unit to edit in the list
Click the ⋮ menu to the right of the row
Select Edit
Make your changes and then save

Delete a Business Unit

Find the Business Unit to delete in the list
Click the ⋮ menu to the right of the row
Select Delete
Confirm deletion

⚠️ Warning : Before deleting a Business Unit, make sure it is not used in an active quote template.

How to create and set up a Business Unit?
How to create a quote template?
How to configure my workspace general settings?