QAD Customer Relationship Management 6.7.3 > Administration Guide > Organization Setup
  
Organization Setup
This section describes how to set up business units, users, and teams in QAD Customer Relationship Management (QAD CRM). It discusses the following topics:
Overview
Describes some of the ways QAD CRM allows system customization.
Setting Up Business Units
Explains how to use the Business Unit component to maintain details and information for business units.
Setting Up Users
Explains how to use the Users component to maintain details and information for users.
Setting Up Teams
Explains how to use the Teams component to maintain details and information for teams.
Overview
Managing business units, users, and teams is an integral component of QAD CRM system administration since these components are at the core of your business-generating efforts.
The QAD CRM system provides significant flexibility in the business unit, user, and team setup process. This allows you to create teams and business units when creating and maintaining users from the Users component. Typically these components might be configured in the following sequence:
1 Business units
2 Users
3 Teams
Note: It is recommended that you plan your system before implementing these components. In particular, you should have conducted an audit of your organization’s security requirements prior to setting up the security-related attributes of business units, teams, and users. For details, see System Security.