Edit a business unit for an existing organization

You make changes to how a business unit behaves by following these steps:

  1. Open the Kofax AP Agility Work Queue as an Administrator.
  2. On 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.

    The Organization - Business Unit tab is displayed.

  5. Click on the Business Unit Name link that you are editing.

    The Business Unit: New or Edit window is displayed.

  6. Make the necessary changes to this business unit and then click Save.

    You are returned to the list of business units on the Organization - Business Unit tab.