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Best Practice: Add a Unit Checklist

Andrew -

If your organization is already live with PeopleMatter, adding a unit can impact many settings and workflows within PeopleMatter.  Use this checklist to ensure you have updated all necessary configurations related to adding a new unit. You may refer to units as locations or stores.

Click here to use the Administrator Best Practice: Add a Unit Checklist to ensure you have updated all necessary configurations related to adding a new unit.

Disclaimer:  These steps apply to adding a similar unit to your existing business.  If you’re adding an entirely new concept to your organization, there are additional considerations.  Contact your Client Executive for more information.

 

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