How To Manage Business Units within IriusRisk

Once you begin adding users to the system, you can administer the visibility they have by adding them to Business Units. Business units allow the separation of users and the better control of information. With business units, for instance, you can restrict the access and visibility of specific projects only to those users for whom they are relevant. 

Relevant Versions

These instructions apply to IriusRisk 4.23 and newer. For administering business units prior to v4.23, please use the instructions found here.

Permissions Required

• ALL_USERS_UPDATE
• MANAGE_USERS_BU
• VIEW_USERS_SAME_BU

Instructions

To manage business units, first navigate to the global landing page of IriusRisk. From there, select the gear icon in the upper-right, then select "Business units."

This takes you to the business unit administrative screen, displaying all business units already in your instance:

Click the blue button labelled "Create Business Unit" in order to add a new business unit to your system. This brings up a tab for entering pertinent information, including name and description. Fill in this information and click the blue button titled "Create Business Unit" in order to complete the creation process:

Having created the new business unit, you are presented with the possibility of adding users. Begin typing in the auto-complete box at the bottom of the page, selecting all the users that should be a member of this business unit. The users are added immediately.

In order to remove a user from a business unit, hover over their name, then click the red "removal" icon that appears on the right. This immediately removes the user from this business unit.

Once you exit the business unit edit screen, you may reenter it for any business unit, simply by clicking on its name in the business unit admin screen (see above).