Create business units

  • Release version: Washingtondc
  • Updated February 7, 2024
  • 1 minute to read
  • Create business units (BUs) to enable the business unit filter for the OT Devices tab on the OT Manager dashboard. Creating BUs help you to define your organizational functions.

    Before you begin

    Role required: admin

    About this task

    If you have the admin role, you can show the business unit filter on the OT Devices tab by creating BUs to map to sites. By doing this action, other users can see the BUs under the business unit filter on the OT Devices tab.

    Procedure

    1. Navigate to All > Organization > Business Units.
    2. Select New.
    3. On the form, fill in the fields.
      Table 1. Business Unit form
      Field Description
      Name Name of the business unit.
      Company Company, if any, related with this business unit.
      Business Unit Head Person who heads the business unit.
      Description Description of the business unit.
      Parent Other business unit. The Parent field makes the business unit as a hierarchy element.
      Hierarchy level Number or text to indicate the level of the business unit.
      Related list
      Departments Departments that make up this business unit. Add as many departments as necessary.
    4. Select Submit.
    5. Optional: Repeat steps 2 through 4 as many times as needed until you create all your required BUs.

    Result

    The business unit is created. You can add a BU on a site record or in the Sites list.