Business Units are the administrative units that exist within your business. They are used to create the organisation chart business unit view. Business Units may include, "Finance", "HR", or "IT". Every job in the platform belongs to a set Business Unit. Business Units are represented hierarchically with a parent and children, generally this is set up to follow the managerial structure of your business.
This article covers:
How to Create Business Units
Business Units can be created provided you have the settings.business_units.manage permission enabled.
1. Open Settings > Business Units
2. Select Create Business Unit
3. Enter a Name
4. Select Parent Business Unit if this is a Child or if a Parent select No Parent.
5. If a Parent enter a unique ID number.
6. If you wish you can also add any relevant notes here.
7. Once finished press Create Business Unit
What is the Parent/Child Hierarchical Relationship?
Let's look at an example to help explain the hierarchy of a parent child relationship in the platform.
Suppose, you want to create two new business units in your platform, Finance and Accounting. You want to make the Finance as the parent and Accounting as the child. In this case Accounting will sit underneath Finance on the Org Chart in Business Units view.
When creating your parent business unit, provide a unique value in the 'ID' section for Finance (e.g. ID as 1) and leave the Parent field as 'No Parent'. When creating the 'Accounting' as a new business unit, you don't have to provide any value in the 'ID' field, but in the parent field you will need to select Finance.