Business units
Main menu for all business units. Can be added to the main menu. Possible to add listviews.
It is possible to create a hierarchy of business units. We recommend that you start adding on the top level, and then use the parent field on the lower levels.
Business units can be used for filtering reports for the users. You can connect users to the business units and set a script on the reports so that the user will only have access to data relevant to the business units.
Business unit settings
Section titled “Business unit settings”| Field | Description |
|---|---|
| Name | There is no need for a unique name (mandatory). |
| Notes | Free text field. |
| Parent | Choose from drop down list the parent business unit. Will only be relevant if more than one business unit level has been set up (optional) |
| Owner | Choose owner from drop down list (optional). |
| Status | Statuses are custom, and can be set up in statuses (the standard is active) (mandatory). |
| Key | Unique key (mandatory). |
| Type | Type are custom, and can be set up in record types (mandatory). |
| External id | Alternative id(optional). |
| Created time | Automatically generated when the business unit is set up. |
Sub units: List of business units which have the selected business unit as parent.
Users: List of users who have the selected business unit set as the main business unit (field in the user settings). Only one main business unit can be set per user.
User related to business units: List of users who are connected to the selected business unit through user related to business units(list in the user settings). Multiple business units can be chosen for each user.