Business Units

Pour :Administrateur

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A Business Unit is a distinct legal entity within your Unisoft account. It is the tool to use when your structure gathers several autonomous associations, subsidiaries or branches that share the same software space while keeping their own accounting, their own teams and their own collections.

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Page reserved for administrators

Only Administrator users can create, edit and configure Business Units.

When to use Business Units?

The typical use cases:

• Associative network: a national association (for example Beth Habad France) with several autonomous local branches (Paris, Lyon, Marseille) — each with its own treasurer, its own funds, its own invoices, but grouped in a single Unisoft account.
• School establishment: a school with several sections (preschool, primary, secondary) that want to manage their collections and their teams independently.
• Youth movement: a national movement with several regional sections.
• Cultural holding: a parent structure overseeing several synagogues of the same movement.

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Business Unit ≠ virtual organization

Do not confuse Business Unit and virtual organization (the latter is configured in My organization):

• A virtual organization is a secondary commercial identity: own logo, name, address, separate bank details — used for the public site and communication (for example, presenting two different names to two different audiences while sharing the same team and the same accounting).
• A Business Unit is a distinct organizational / legal entity: its own accounting, its own invoices, its own teams — really a separate legal entity that only shares the Unisoft platform.

Choose the virtual organization when you want several storefronts; choose the Business Unit when you want several truly independent entities.

Access it

• From the user menu: click your avatar at the top right, then Business Units.
• By direct URL: /app/poles/list.

What you see

The page displays one tab per Business Unit. Each tab is preceded by a colored dot (10 × 10 pixels) that helps quickly identify the Business Unit, followed by its name.

Two types of Business Units coexist:

Type	Appearance	Editable?
General (DEFAULT)	Blue dot — always first — label "General"	No (except the list of authorized users)
Custom	Color of your choice — label you defined	Yes (name, color, users)

At the top right of the page, an Add a Business Unit button lets you create a new Business Unit.

The General Business Unit: always present

The General Business Unit represents your main organization. It is:

• Always present — you cannot delete it.
• Always first in the list of tabs.
• Not renamable (the name is locked to "General" and the color to blue).
• Only modifiable setting: the list of users authorized to see it.

It is the default Business Unit: all existing contacts, payments, funds without an assigned Business Unit remain linked to General.

Who sees what

The visibility system for Business Units is simple to remember:

Type of user	Visible Business Units
Administrator	All Business Units, without exception
Secondary	Only the Business Units where they are listed in Authorized users

For a Secondary, not being authorized on a Business Unit = not seeing the contacts, payments, funds and campaigns linked to that Business Unit. It is the main multi-entity partitioning mechanism in Unisoft.

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Case of the secondary with a single Business Unit

If Sarah Cohen is secondary and is only authorized on the "Beth Habad Lyon" Business Unit, she:

• Will only see the contacts, payments, funds linked to Lyon.
• Will not know that other Business Units exist (Paris, Marseille) — the application hides them entirely from her.
• Will not be able to switch from one Business Unit to another (the Business Unit selector only offers her the one she is authorized on).

What can be linked to a Business Unit?

Four types of items can be assigned to a Business Unit in the rest of the application:

Item	Where to assign it
Form	When creating or editing a form
Fund	When creating or editing a fund
Campaign	When creating or editing a campaign
Booklet	When creating or editing an accounting booklet

An item can be linked to one or several Business Units. If it is not linked to any specific Business Unit, it belongs to the General Business Unit.

Available colors

When you create or edit a Business Unit, you choose a color among: red, orange, green, purple, cyan, teal, amber, pink, indigo, gray. The blue color is reserved for the General Business Unit and is not proposed for the others.

This color serves as a visual cue everywhere in the application where the Business Unit is displayed: Business Unit selector, badges on linked items, dot before the name in the tab list.

What does not appear on this page

The Business Units page does not contain:

• The individual linking of contacts to a Business Unit (contacts are not bound to a Business Unit: they are shared among all Business Units).
• The direct assignment of payments to a Business Unit (they inherit the Business Unit of the fund or form that generated them).
• The statistics by Business Unit (to check in the Dashboard, by filtering by Business Unit).

Takeaways

• A Business Unit = a distinct legal entity (subsidiary, branch, division) within a single Unisoft account.
• The General Business Unit (DEFAULT) is mandatory, blue, not renamable.
• Administrators see everything; Secondaries only see the Business Units where they are authorized.
• Four items can be linked to a Business Unit: forms, funds, campaigns, booklets.
• Do not confuse Business Unit (real legal entity) with virtual organization (secondary commercial identity — see My organization).

Go further

• Manage Business Units — create a Business Unit, edit name and color, authorize users
• Users and permissions — understand the Administrator and Secondary roles
• Information — where to configure virtual organizations