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Guide Objective

This guide explains how to modify the settings of a Business Unit (BU) in Cadulis.

You can, in particular:

• Adjust scheduling and phoning rules
• Enable the customer portal
• Manage costs and billing information
• Define geographical, time, or visual settings

⚠️ Some settings require administrator rights. Make sure you have the appropriate permissions before starting.

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Accessing Business Unit Settings

1. Click on Settings in the side menu
2. Click on Business Units
3. Select the BU to edit from the list
4. Click on Configure

You will then access the full configuration page for the BU.

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Configuring the Business Unit: Overview

1. General Configuration

Available options:

• Allow customer record creation
• Allow activity creation
• Linked customers: for organizations with secondary customers
• Enable asset management
• Enable entry of opening hours
• Restrict authorized field workers on a customer
• Default task: default activity type proposed

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2. Phoning

Call management customization:

• Automatic call scheduling
• Call queue locking
• Manual calls allowed by agents

Quick customer call

• Select a reference activity type
• Define the type of call to create
• Configure the conditions for call creation

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3. Localization

• Continent
• Time zone
• Default language
• Date/time format
• Country and public holiday calendar (for smart scheduling)

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4. Financial Settings

• Currency (euros, dollars)
• Employee costs:
  • Hourly rate
  • Cost per kilometer
• Option for specific costs per employee

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5. Customer Portal

Allows you to enable a secure space for your end customers:
📌 See the dedicated guide: Enable the customer portal

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6. Miscellaneous

• Internal comment area
• Custom interface color
• Additional data (custom code, specific uses)

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7. Billing Information

• Billing address
• Recipient email(s) (one per line)

If no email is provided, the BU’s financial administrators will receive the invoices.

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🔥 Deleting a Business Unit

A “Delete” button allows you to permanently delete the BU.

⚠️ This action is irreversible and will delete all associated data.

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Saving Changes

At the bottom right of the page, click “Save Business Unit”
✅ Your changes are applied immediately.

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Additional Guides to Consult

• 🔧 Edit custom fields on the customer record
• 🔗 Enable the customer portal
• 📈 Configure custom reports

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