Business units modernization

Important

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Enabled for Public preview General availability
Users by admins, makers, or analysts Nov 12, 2021 -

Business value

We're extending the functionality of the business unit security model by expanding it to allow security roles from different business units to be assigned to a user. This allows a user to access data from different business units based on their security roles.

Feature details

By decoupling a user's business unit from their security role's business unit, security roles from different business units can be assigned to a user. This allows the user to access data from the respective business units without the need to create and join an owner team of the unit. In addition, a user who has security roles from different business units can set the owning business unit for the record when it's created or updated.

See also

Modernize business units feature exploration (video)

Create or edit business units (docs)