Business units

You can use business units to assign different users and/or groups associated with a public folder to different folders or views depending on their workplace.

In the Business units folder of the User management area, you can create different business units. You can assign one or more business units to each user or group.

If business units are assigned to a hierarchical group, all settings for a business unit are inherited to all members of all groups.

Business units can also be administered in the Properties window of each user and each group, in the Business units tab.

If business units are created in the Management Console, you as administrator open a public navigator in the Desktop Client. For certain navigator views, you can define one or more business units.

Users or members of a user group can then see the folders and views of their business unit(s) in the public navigator together with the general view. If a new business unit is assigned to or removed from a user, the public navigator is adapted to the new workplace.

A user can also be assigned an empty navigator if no business units are assigned.

Business units accumulate: if several business units have been assigned to a user due to group membership, he or she can see all views that match at least one business unit.

If several business units with identical views have been assigned to one user, these views are only displayed once.

When duplicating users or groups, the assigned business units are also duplicated.

Hints

In a navigator with views for business units, users only view those views to which access rights for the corresponding data record types exist. Views are hidden if the required rights do not exist.

If a user account in a public navigator is saved with hidden views for data record types, these views will no longer exist in the navigator after saving.

Public navigators with business units should therefore only be changed with user accounts which have been granted full rights to the business unit data record types. This is automatically the case for those user accounts which have the Administrator option enabled. If navigators with business units are to be edited by other users, the corresponding access rights to these data records must be entered.

No business units are assigned to navigator folders. Folders are automatically hidden if all views of the folder are hidden.

Editing business units in the Management Console

Go to User management > Business units folder and click the New business unit button.

Then the Properties ... window opens.

Select the users or groups that are to see the folders or views of this business unit in the public navigator.

The User button shows the members of a group when a group is selected in the window.

Business units in the Business units folder can be exported and then imported to other databases. You can only import those business units that are not yet contained in the database.

Edit the navigator in the Desktop Client.

You can, for example, use the Autostart (public) navigator or the Start navigator for all users.

Only a user with the necessary right for navigators can create and save a navigator as public navigator.

Click Show this view only for the following business units and select the desired business units.

The setting for business units is only available if the view or the navigator are saved in the database. Therefore, the setting is not displayed in the view wizard.

In the lower pane of the program navigator, a separate area is displayed.

What options do users have?

In user account properties, you will see whether or not the account has permissions to create or change navigators, or whether navigators are preset.

With the Create and edit personal navigators setting, users can save the navigator under their own name. By doing so, the public navigator is transformed to a personal navigator that can be changed by the user.