Managing Business Units

Note: Only Global Admins have the ability to manage Business Units within Ediphi.

Business Units is a feature that can help Admins organize and understand usage across their teams. As a foundational layer of user metadata, Business Units work alongside project location data to provide meaningful insight into how adoption is growing across different parts of an organization. Admins can create and manage a customizable list of Business Units and assign users to them individually or in bulk, with the flexibility to reassign users as teams evolve over time.

How to Add a Business Unit

Hover over the Admin dropdown in the top-right corner, and select Business Units.
Click on New Business Unit.
Enter a name, and click Create Business Unit.

Note: If you have a large number of Business Units to import, please contact your Customer Success Manager for assistance.

How to Edit a Business Unit

Hover over the Admin dropdown in the top-right corner, and select Business Units.
Click the 3 dots (ellipses) to the right of the Business Unit you wish to edit, and select Edit.
Update the name, and click Save.

How to Delete a Business Unit

Hover over the Admin dropdown in the top-right corner, and select Business Units.
Click the 3 dots (ellipses) to the right of the Business Unit you wish to delete, and click Delete.

Note: If the Delete button is grayed out, this indicates that this Business Unit has Users assigned to it, and therefore cannot be deleted. You can only delete Business Units that do not have any Users assigned to it.

Using Business Units

Once you have created Business Units in Admin, you can then assign them to Users to start organizing your team.

Hover over the Admin dropdown in the top-right corner, and select Users.
Click the 3 dots (ellipses) to the right of the User, and select Edit.
Select a Business Unit from the dropdown, then click Save.

Once you have assigned Business Units to your users, you can then sort and filter your Business Units within the Users list to view who is assigned to which Business Unit.

Pro Tip: Hold SHIFT on your keyboard and select multiple users, then right-click and select Edit Business Unit to update all of these user’s Business Unit in bulk.

If you have any questions, feel free to contact our support team, and we'll be happy to help!