Managing Business Units

Administration Guide

For reporting purposes, it is useful to assign teams of users to business units when creating an application.

You can add or edit business units from the Application Profile or Administration page. You must have the Administrator role to be able to add or edit business units.

To add a business unit to an application:
  1. On the Profile page of the application, click Add a Business Unit.
  2. Enter the name of the new business unit.
  3. Select from the Existing Teams list the team(s) that you want to associate with the business unit, and click the blue forward button between the two lists.
  4. Click OK.

If any of the team names are grayed out, this means the team is already assigned to a business unit. Hover over that team name to see to which business unit it is already assigned.

To unassign a team from the business unit, select and click the blue back button between the two lists.