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How do I setup a Line of Business?

Setting up a Line of Business (LOB) helps organize your company’s structure within the system, allowing you to associate relevant divisions, systems, and risks.

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(From the left-hand navigation menu)

 

⚠️ Lines of Business is only available for users who are Instance Admins, Client Admins, Risk Admins or Risk Managers. 

Creating a Business Division/Unit

  1. From the Lines of Business Management page, select the Management button
  2. Select the Add button, enter the name of the Business Unit and select Save.


Ensure that all necessary Resources are created before creating an LOB.

Creating a Line of Business

  1. From the LOB Management page, select the Add button

  2. Enter the required LOB details and click Save

Creating a System

  1. From the LOB Management page, select the Management button
  2. Select the Systems tab and click the Add button
  3. Enter the System's details and select Save

Associating Systems to a Line of Business

  1. From the Lines of Business Management page, select edit next to the LOB
  2. Select the Systems tab and then Add

  3. Select the systems you would like to add and then click Add Selected

  4. Once all systems have been added, click Close