How to Create Business Units in Assurance

Business Units are a useful way to easily manage the view of each individual User with an Assurance account, so they only see and manage relevant information. Once Business Units are created, the following can occur:

• Business Units can be used in Workflow, so that Forms can be sent to an Approver based on the applicable Business Unit.
• Setting up Business Units and assigning Users to them means you can also assign Tasks/Actions or Checklists/Audits to an entire Business Unit at once.
• If you have a large database of Assurance information, the view of your individual staff will load faster when their access is to only see relevant information.

In this article, you will learn about:

• Setting Up Business Units

Setting Up Business Units

1. Log in to your Assurance site

2. Click the Gear in the top menu

3. Select Business Units beneath the General section

4. Click the +New button.

5. Type in the name of the new Business Unit and select a parent Business Unit.

6. Click the Create button or alternatively if you would like to create multiple new Business Units click the Create and New button.

The Business Units will now be available when you create or edit users.