Creating Business Units

You can create a business unit to organize your lines of business according to your organization's requirements. First you must create a business unit category, and then within that category you can create labels for that category. Users who are part of a business unit have access to all of the assets and data within those business units.

To create a business unit:

  1. Click Settings An image of the Settings menu icon, which is represented by a black cog..

  2. Click Users in the Users and Security area.

  3. Click Contact Security, then click Manage Labels.

    An imag of the Contact Security drop-down menu with Manage Labels highlighted.

    The Manage Labels configuration window opens.

    An image of the Manage Labels configuration window.

  4. Type a name for a new business unit category into the field under the Category column, then click Add.

    An image of the Add button.

  5. Click Edit on the right column for the new category.

    An image of the Edit button.

    The Manage Label Details window opens.

    An image of the Manage Label Details window.

  6. Type a name for a new label in the field under the Label Name column, then click Add.

    An image of the Label Name column.

    The label is saved to the business unit category. Repeat this step to add more labels as needed.

    An image of the saved label.

  7. Click Save and Close.

Your business unit is created, and you can now assign Business Units to Security Groups. Repeat this process to create more units as needed.