Edit an existing business unit

You can make changes to an existing organization by following these steps.

  1. Open the Kofax AP Agility Work Queue as an Administrator.
  2. From the Settings menu, click Organizations.

    The Organizations are displayed.

  3. Select an organization from the list by clicking on its Organization Name.

    The organization details for the selected organization are displayed.

  4. Click on the Business Units tab.
  5. Select a business unit from the table.

    The details for that business unit are displayed.

  6. Edit the fields as needed and click Save.

    A message is displayed confirming your update.

  7. Click Close.

    The Organization - Business Units tab window is displayed.