Associate Resource Organizations with Multiple Business Units

By associating resource organizations with business units, 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 business units:

1. In Setup and Maintenance go to:

   • Offering: Sales

   • Functional Area: Users and Security

   • Task: Manage Resource Organization Members

2. In the Manage Resource Organization Members page, search for and select the resource organization that you want to associate with a business unit.

3. In the Organization page, click the Business Units tab.

4. In the table, click the add row icon.

5. Select a business unit from the Business Unit list.

6. Click Save. The first business unit you selected is set as the primary business unit.

7. Similarly, select additional business units from the Business Unit drop-down list.

8. Click Save and Close.