Overview: The functionality of assigning users to Business Units allows you to select each center to which the user will have access in Workforce and assign them custom functions (roles). Users need to be assigned to the business units to activate the role-associated functionalities. This can be done by editing the Business Units to which a specific user is assigned or, in this case, by editing the users assigned to a specific business unit.
Start from: The Configuration Dashboard.
- Select Users > Assign Business Units from the main menu.
- Find the relevant Business Unit on the list and select Users to open the Users panel.
- Check the boxes for each User’s name you want to assign this business unit to.
Note: You can add all of an existing business unit’s users to the current selection by using the Add access of dropdown menu at the top of the list. Select the Business Unit you want to match and select Apply. This will check all the boxes for the users assigned to that existing business unit.
- Select Save to save all changes and return to the Assign Business Units page OR select Cancel to discard the changes and return to the Assign Business Units page.
Note: All assigned users for each business unit can be edited here, so checking or unchecking Users from this list will assign those Users to, or remove them from the selected business unit.
The selected users are now assigned to the business unit and will have access to the functionality associated with that business unit.