Set up your Business Units

With the Manage business units permission, you can create and configure Business Units, link User Groups and roles to them, and control which users belong to each Business Unit.

Access Business Units

1. Go to System in the main navigation.
2. Click Business Units.

The Business Units list displays all existing Business Units. Users with the Manage business units permission can access this section.

Create a Business Unit

1. On the Business Units page, click Create.
2. Enter a unique Code for the Business Unit. The code is used as a permanent identifier and cannot be changed after creation.
3. Enter a Label for each active Locale. Labels are displayed in the interface and can be updated at any time.
4. Click Save.

Edit a Business Unit

1. On the Business Units list, click the Business Unit you want to edit.
2. On the Properties tab, update the Labels as needed.
3. Click Save.

Link User Groups to a Business Unit

User Groups linked to a Business Unit determine which users belong to it. Users in a linked User Group are scoped to that Business Unit and see only the grid views assigned to it.

1. On the Business Units list, click the Business Unit you want to configure.
2. Click the Groups and roles tab.
3. Select the User Groups you want to link to this Business Unit.
4. Click Save.

Link roles to a Business Unit

Roles linked to a Business Unit define the roles that its users can access. Business Unit users can see and manage only these roles in Settings, export only these roles, and assign or remove only these roles when managing users.

A user who belongs to multiple Business Units can access the roles linked to any of those Business Units.

1. On the Business Units list, click the Business Unit you want to configure.
2. Click the Groups and roles tab.
3. Select the roles you want to link to this Business Unit.
4. Click Save.

Delete a Business Unit

1. On the Business Units list, click the Business Unit you want to delete.
2. Click Delete.
3. Confirm the deletion in the modal.