The number of regions and locations available is dependant on the application license.
Business units support organizations with multiple locations, and allows for the creation of an organizational structure in the application. The units are the Region and the Location, where regions can contain other regions as well as locations. If you do not have more than one location, this option will not appear. If you need to use this feature, please contact your account manager or technical support.
Permissions are required to work in the Setup.
Business units allows you to set up the application to reflect your organization. This could be geographically, where a region might be an area that contains locations, or it could be used to mirror your organizations administrative or management structure, or both. Along with Profiles, which are a set of application permissions for the users, you can easily control how the application is used and the access to information across the entire organization.
You can define what a region and location mean. A region could be a country, a city, a regional office, or a part of an operation such as accounting or sales. A region can have other regions and locations under it. A location belongs to a region, and can not have any regions or locations under it. A location can be defined how you want, such as an actual physical store, a department, a city, a sales territory, etc. The application always has one main (or root) region which represents the entire organization to which other regions and locations are added.
The application owner and administrators with the necessary permissions can create new regions and locations in the application.
User access and activity are handled through Profiles, which belong to regions and locations, where the profile specifies what the user can see and do. If a user does not have a profile for a region or location assigned to them, they can not see or work with the information belonging to that part of the application.
An example of how regions and locations can be set up might look like this:
Head Office (region)
East (region)
North East (region)
City One (location)
City Two (location)
City Three (location)
West (region)
City Four
City Five
Where the East region contains another region, the North East, and one location, City Three. Under the North East region are two more locations, City One and Two.
This could be used to just as easily reflect a management structure: Owner, Vice Presidents, Departments, Managers, Employees, etc.; or you could just as easily combine it to show both geographic and management structure, such as City One Employees, City One Managers, etc.
Regions
Locations
User Overview
Working with Profiles
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