Manage Business Units

Pour :Administrateur

View of the 'manage Business Units' page

This page describes the three concrete actions you can perform from the Business Units page: create a new Business Unit, edit an existing Business Unit, and authorize users to see a Business Unit. All these actions are reserved for administrators.

Create a new Business Unit

1. 1

   Open the Business Units page

   Avatar at the top right → Business Units, or URL /app/poles/list.

2. 2

   Click 'Add a Business Unit'

   Button located at the top right of the page, above the tab bar.

3. 3

   Fill in the Business Unit name

   Name field — mandatory. Choose a clear and identifiable name (for example "Beth Habad Lyon", "Preschool Section", "Marseille Branch").

4. 4

   Choose a color

   Color field — drop-down selector. Choose a color distinct from those already used by your other Business Units to ease reading.

5. 5

   Validate

   Validate button. The Business Unit is created immediately and the page reloads — your new Business Unit appears as a new tab.

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Name well to find your way

Favor short and explicit names (3 to 25 characters). Avoid cryptic abbreviations ("BH-LY" for Beth Habad Lyon): all users, including occasional volunteers, will see this name in the Business Unit selector and on the linked items.

Available colors

The color selector offers ten shades:

Key	Preview
red	Bright red
orange	Orange
green	Green
purple	Purple
cyan	Cyan
teal	Teal (water green)
amber	Amber
pink	Pink
indigo	Indigo
gray	Gray

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Why no blue?

The blue color is reserved for the General Business Unit (DEFAULT) and is intentionally not proposed for the others. This lets you instantly distinguish, throughout the application, what belongs to the main organization from what belongs to a specific entity.

Edit an existing Business Unit

You can change the name and the color of an existing Business Unit. You cannot edit the General Business Unit (the edit button is hidden there).

1. 1

   Select the Business Unit's tab

   Click the tab corresponding to the Business Unit to edit.

2. 2

   Click the pencil button

   At the top of the Business Unit's configuration area, to the right of the title, a pencil button (Edit) opens the edit modal.

3. 3

   Edit name and/or color

   The fields are pre-filled with the current values. Edit what you need.

4. 4

   Validate

   Validate button. The page reloads and the tab displays the new values.

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No deletion from the interface

The Business Units page does not provide a button to delete an existing Business Unit. If you want to remove a Business Unit created by mistake or that has become useless, contact Unisoft support. Support will verify that no business item (fund, form, campaign, booklet) is still linked to the Business Unit before removing it, to avoid inconsistencies.

Authorize users to see a Business Unit

This is the most important action: deciding who can access a Business Unit. This only concerns Secondary users — Administrators see all Business Units by default.

1. 1

   Select the Business Unit's tab

   Click the corresponding tab — including the General Business Unit if you want to restrict general access to certain secondaries.

2. 2

   Open the Authorized Users selector

   Multi-select field Authorized Users: click in it to display the list of your organization's secondary users.

3. 3

   Add users one by one

   Each user is displayed with their colored avatar (color defined in the Users page), their first name and their last name. Click to add, click the chip again to remove.

4. 4

   Validate

   Validate button. The list is saved and permissions apply immediately at the next login of the users concerned.

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Administrators are not in the list

The Authorized Users list only displays Secondary users. You will not see your administrators: that's normal, they already have access to everything (including all Business Units).

Special case: leaving the list empty

If you leave the Authorized Users field empty for a given Business Unit, all Secondaries will have access to that Business Unit. That is the default behavior: without a defined whitelist, access is open.

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Define explicitly to partition

If you really want to partition a Business Unit so that some secondaries do not see it, you must explicitly define the list of authorized users. An empty list = access open to all, not restricted access.

Link items to a Business Unit

The Business Units page does not contain the linking of funds, forms, campaigns or booklets to a Business Unit. This linking is done in each item's page, when creating or editing it:

Type of item	Where to link to the Business Unit
Fund	Fund creation / edit form
Form	Form creation / edit form
Campaign	Campaign creation / edit form
Booklet	Accounting booklet creation / edit form

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

Complete example: set up a regional branch

You want to create the "Beth Habad Lyon" Business Unit and give access to it only to Yossi Lévy and Sarah Cohen, the two secondaries responsible for that branch.

1. 1

   Create the Business Unit

   Business Units page → Add a Business Unit button → name: Beth Habad Lyon, color: green → Validate.

2. 2

   Select the new tab

   The Beth Habad Lyon tab appears, preceded by a green dot. Click on it.

3. 3

   Add Yossi and Sarah in Authorized Users

   Click in the field, select Yossi Lévy then Sarah Cohen. Validate.

4. 4

   Create the Business Unit's funds

   Go to the Funds module, create the funds specific to Lyon, and link them to the Beth Habad Lyon Business Unit in their edit form.

5. 5

   Yossi and Sarah now see Lyon

   At their next login, Yossi and Sarah have a Business Unit selector that offers them the Lyon Business Unit (in addition to the General Business Unit if you also authorized them on it). They only see the funds, payments and campaigns linked to Lyon.

Takeaways

• Create a Business Unit: Add a Business Unit button at the top right, modal with name (mandatory) and color.
• Edit: pencil button in the Business Unit's tab (hidden for the General Business Unit).
• Delete: not possible from the interface — go through Unisoft support.
• Authorize a Secondary user: Authorized Users multi-select in the tab's form, then Validate.
• Empty list = all Secondaries have access. To partition, explicitly define the authorized users.
• Link items (funds, forms, campaigns, booklets) to a Business Unit is done in each item's page, not in the Business Units page.

Go further

• Business Units — overview — general concept and distinction with virtual organizations
• Users and permissions — manage the role of secondaries
• Understand roles and permissions — detail of granular permissions