Make Associations Between Resource Organizations and BUs

By associating resource organizations with BUs, you can control access to the transactional data available to sales resources in business objects like opportunities and leads.

Here's how to associate resource organizations with multiple BUs:

  1. Sign in as a setup user.
  2. In Setup and Maintenance, Sales offering, go to: Users and Security functional area > Manage Resource Organization Members task.
  3. In the Manage Resource Organization Members page, search for and select the resource organization that you want to associate with a BU.
  4. In the Organization page, click the Business Units tab.
  5. In the table, click the add row icon.
  6. Select a BU from the BU list.
  7. Click Save. The first BU you selected is set as the primary BU.
  8. Similarly, select additional BUs from the BU drop-down list.
  9. Click Save and Close.