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Business Lines

All clients are assigned to specific business lines, and the system controls client-related business parameters through business line configurations. The system includes the following default group structure:

tip

Each client is automatically assigned to a corresponding business line based on the identification code they provide during registration.

Commands​

  • Add - Click the button at the top of the list to open the "Add" tab.

  • Edit - Click the "Edit" button for the corresponding business line to open its settings window.

  • Delete - Click the "Delete" button for the corresponding business line to remove it. A confirmation dialog will appear to prevent accidental deletions.

Configure Business Lines​

  • Business Line Name - The name of the business line.

  • Registration Method - A display-only field showing the client registration method. This field is not editable.

  • Description - A description of the business line.

  • Account Group - The range of account groups clients under this business line are allowed to create.

  • Identification Code - The unique identifier for the business line, provided by the client during registration.

  • Payment Channels - The payment channels used by this business line.