Understanding Associations Between Resource Organizations and BUs

You associate your resource organizations with BUs to align the organization members with specific BUs and thus control the transactional data that the users have access to. The first BU that you associate with a resource organization is automatically listed as the primary unit.

Making BU-resource organization associations also lets you:

• See the transactional details associated with the resource, such as opportunities, leads, and so on.
• If you're using Oracle Contracts: Control access to contracts that are based on BUs.

Sales users (sales resources) are associated with one or more BUs through their resource organization membership. When a sales user is created, you assign the user to a resource organization. The resource gains access to each BU that's mapped to that resource organization. For example, users access the transactional data associated with their primary BU. They might also have access to data in other BUs through their resource organization.