Business units and signatories
Maintain legal entities and the workspace users authorized to sign for them.
Open Workspace > Business units. Workspace admins and owners can create, edit, and delete business units and manage their signatories. Other members can view the available legal entities. The Platform license is required.
Create or edit a business unit
- Select New business unit, or use an existing row's edit action.
- Enter Legal name, select Type and Country, and enter the Full registered address.
- Complete Region, Registration number, and VAT or tax ID where relevant.
- Submit the form and check the saved row. Correct any field errors before submitting again.
Search for a business unit by name. The legal entity type filter applies to the current page, so check Previous and Next if a unit is absent. Clear filters to return to the full list. Use the view action to open the unit's details.
Manage signatories
Open the business unit's signatory control. Under Find workspace user, search for the person, select them, and add them. Check the signatory list after the change. To remove a signatory, use their remove action and confirm the named person. Removing a signatory removes that assignment.
Delete a business unit
Use the row's delete action, check the legal name in Delete business unit?, and confirm Delete. This removes the legal entity from workspace business-unit management. Read any refusal message before retrying; a failed deletion leaves the unit available for review.
If units or signatories do not load, use the offered retry or refresh control. If the legal entity type list is unavailable, retry loading it before creating a unit.