Create a Business Unit

In Release 6.3.3, a new Business Unit object is available to allow one or more Groups to be associated with it.  A Group may only be assigned to one Business Unit.  A Group is not required to be associated with a Business Unit.  A Business Unit may be assigned to one or more Groups, without limits.

In the MI metadata the Business Unit field in the Group table is only a "memo" field and does not drive any additional processing.  Any Admin may create a Business Unit but a Power User requires a Privilege to do so.  

 

See Business Unit Security for information about related Power User Privilege.

1. Create a new Business Unit

Admin:  Admin menu > Reference Objects > Business Unit > List Page

Power User: Admin menu >Business Unit > List Page

  1. [+ Business Unit]
  2. Name:  Add the Business Unit name to appear in the drop-down on a Group Editor
  3. Description: Optionally, include additional information
  4. [Save] to open the full Editor

2. Update Business Unit

Access Path:  The full Editor pens when creating a new Business Unit or selected from the List Page > Active Name link in the grid

From the Editor:

  1. Info Tab: Update Name or Description
  2. Groups Tab: [+Group], select a Group and {Save]
  3. History Tab:  Review change history

Power Users can only add Groups to which the user has Edit Access

3. Add a Business Unit to a Group on Group Editor

Group Editor > Info Tab

  1. Use the drop-down list to select a Business Unit
  • A Power User may select any Business Unit.

[Save]

A Group may have "Not Selected" in Business Unit if it has not been assigned  as yet.  Business Unit is not a mandatory setting.

4. Review Change History

Business Unit Editor > History Tab

The "Association Change Logs" contains a list of modifications made to a Business Unit; i.e., when Groups were added or removed from the Business Unit.

  1. Group Name:  Identifies "Group" against which change was applied
  2. Action: Defines the change made
  3. Changed By:  Shows username of person making the change
  4. Changed On:  Provides the date/time the change is made