Line of Busines

BEFORE YOU BEGIN  This feature may be hidden in your Autotask instance because it is not activated. If so, you can activate it on the > Admin > Admin Categories > Activations page. Refer to Activations.

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Introduction to Line of Business

What is Line of Business, and how can it be used?

Configuring Line of Business features

Define your local organization Your Autotask instance may be configured to use one of the following terms instead: Account, Business Unit, Client Company, Customer, Site.'s divisions and lines of business to create your organizational structure.

Applying Line of Business

Understand which entities are directly associated with a line of business, and which inherit it from the parent or a contract.

Searching and filtering using Line of Business

Divisions and lines of business are powerful search criteria and filters on search pages, widgets and dashboard tabs.

Line of Business impact on reporting

Line of Business plays a role in report security, and line of business information is available in a number of report categories.