Associate Resource Organizations with Business Units

You can associate a resource organization with multiple business units (BUs). By associating resource organizations with BUs, you can control access to the transactional data available to service resources in business objects such as service requests.

Note: If you enable multiple BUs, ensure that each user is associated with a resource organization, and the resource organization is associated with one or more BUs. Otherwise, the default BU set on the HZ_DEFAULT_BU_CRM profile option is associated with SRs.

To associate a resource organization with business units:

1. Sign in to the application as an administrator or a setup user.

2. In the Navigator, select Resource Directory.

3. On the Resource Directory page, click the Tasks panel tab.

4. In the Resource Organizations region, click View Organizations.

5. On the View Organizations page, search for the organization that you created.

6. In the Search Results region, click the link for the organization.

7. Select the Business Units tab.

8. Click Add Row.

9. Select the business unit from the drop-down list.

   Note: The first BU with which you associate the resource organization becomes the primary BU. If you associate the organization with more BUs, you can change the primary BU as required.

10. To add more business units, click Save, and then click Add Row.

11. After you add the business units, click Save and Close.

12. Click Done.