Business File is the data file and functional unit for one organisation, comprising of all functionality and information held for that organisation in Olivs.
To create a Business File, you must be an Owner of a Subscriber, or be a Member holding permission to create Business File on their behalf.
Log in to Olivs and select ‘New Business File’ below your Favourites list. On the new page (G-05), select the Subscriber you wish to enter basic details, including:
You can also set up how other Team Members can access this Business File: