Manage Business Unit Access for Subscriptions

You can enable multiple business units (BU) for subscriptions based on your business needs.

The HZ_DEFAULT_BU_CRM and HZ_ENABLE_MULTIPLE_BU_CRM profile options can be used to manage business unit access.

  • HZ_DEFAULT_BU_CRM: This profile option is used to set the name of the default business unit.
  • HZ_ENABLE_MULTIPLE_BU_CRM: This profile option is used to enable or disable multiple business units. If you set the value to No, the business unit set in HZ_DEFAULT_BU_CRM is the only business unit available for your organization. You can set the value of this profile option to Yes to ensure that all the BUs mapped to your organization, in addition to the default business unit, are available.

To enable multiple business unit access:

  1. Sign in as a user with access to the setup areas.
  2. Navigate to the Setup and Maintenance work area.
  3. Search and select the Manage Common CRM Business Unit Profile Options task.
  4. Select the HZ_DEFAULT_BU_CRM profile option.
  5. Click Add to set up the default business unit for your organization.
  6. Click Save and Close to navigate back to the Manage Common CRM Business Unit Profile Options task.
  7. Select HZ_ENABLE_MULTIPLE_BU_CRM.
  8. Set the profile option value to Yes.
  9. Click Save and Close.