Required Permissions
Settings - All
Business Units are essential for managing security and controlling purchasing permissions within your Organization's account. Depending on your operational structure, you may configure one or multiple Business Units to suit your needs.
Creating separate Business Units is recommended when you need to restrict purchasing access to specific users or teams. This setup ensures that only authorized staff can make purchases relevant to their designated area.
If your Organization does not require purchasing restrictions or has no distinct business groupings to reflect, we suggest using Collections instead. Collections are ideal for organizing Items and customizing billing and shipping settings without enforcing access controls.
Your first default Business Unit and any new Business Units created afterward require all fields to be filled out in the About Section. Your Business Unit must also be active before you can invite new users. A Business Unit's Shipping Preferences are set to use our provided shipping services by default; you can change them to a different Shipping Configuration/one that you have already created through your Organization page.
If you need to add another Business Unit to your account, you can do so from the settings page of your Organization by simply scrolling to the 'Business Units' heading, clicking on the 'New Business Unit' button:
Clicking this add button will cause a pop-up to appear where you must enter the name for your new Business Unit:
After entering the name and clicking 'Create', you will be taken to the settings page for your new Business unit. At the top of the page, an informative box will be shown that tells you what you still need to do to finish the setup for your Business Unit:
These specific items can be found & filled by clicking on the Edit button next to the Business Unit's name:
Clicking on 'Edit' should reveal the Registration Token Field for you to edit:
If your Organization is not yet using PO Tracker, the Purchase Order Number field can be found under the 'Business Unit Preferences' heading:
If your Organization is already using PO Tracker, you will see a drop-down asking you to select a Purchase order:
Creating a new Purchase Order is covered here.
If you encounter any issues with this process, please don't hesitate to contact our support team!
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**Images captured from the Inmark SaaS application were last updated on 6 March 2025 (Version 6.2) and may not fully reflect all updates to Inmark SaaS since these images were captured. While we ensure all help articles are reviewed as part of each application update, we ask that you report any discrepancies or concerns to us at popsupport@inmarkinc.com.