Key Points to Business Lines

  • A business line is group of related products or work which service a particular account/client transaction or business need.

  • Business lines group together accounts and the asset classes and workflows within those accounts.

  • By assigning an account to a business line, the account will then have predefined asset classes and workflows to choose from.

Detailed Description of Business Lines

There is only one business line for all Unit Monitoring accounts. All new Unit Monitoring accounts should be assigned to the “Unit Monitoring” business line.

Edit a Business Line

  1. Select the Business Line Tile from the Dashboard or from the left navigation menu.

  2. Search for and select the Business Line the user would like to Edit.

  3. Complete changes to the Business Line Details.

  4. Save changes.

Security Rights Required: View Business Lines; Edit Business Lines