Creating an Organization and Organizational Unit – Bureau Works

1. Creating an Organization
2. Creating an Organizational Unit

If you want to learn more about the Organizations and Organizational Units concept in BWX, please refer to the following article: Accounts, Organizations and Organizational Units

1. Creating an Organization

From the BWX home screen, click on the tab Organizations and then on Add Organization

Enter the information requested and click on Create to conclude the creation of the Organization (all fields are required)

Any new Organization must be associated with an Account. Only BWX SysAdmins can create Accounts. An Account is created when a new client is onboarded onto the BWX platform

An Organization can only be created and modified by users with the roles: SysAdmin or Account_Admin

2. Creating an Organizational Unit

From the BWX home screen, click on the tab Organizational Units and then on Add Organizational Unit

Enter the information requested and click on Create to conclude the creation of the Organizational Unit (all fields are required)

Any new Organizational Unit you will create must be associated with an Organization. You can either select an existing Organization, if you already created one or create a new one from this screen, by clicking on the Organization dropdown and then on Add Organization

An Organizational Unit can only be created and modified by users with the roles: SysAdmin or Account_Admin

1. Creating an Organization

2. Creating an Organizational Unit

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