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Create and edit Business Units
Create and edit Business Units

Business Units can represent your company departments or teams, and can control who can access certain contracts. Here's how to set them up

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Written by Contract Eagle
Updated over a week ago

Audience: System Administrator
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Business Units can be used to control users' access to certain contracts in your repository. When you get started with Contract Eagle, your database has one "Default Business Unit" and all contracts are stored in there. As you scale, if you need to restrict certain users' access to certain contracts, you need to create more Business Units to do this:

  • Create new Business Unit(s)

  • Assign or restrict users' permissions on the Business Unit(s)

  • Allocate contracts across those Business Units - or just between your Default Business Unit and your new one.

This article takes you through how to create and edit Business Units, and how to make sure your existing contract types can be stored in the new Business Unit. This can only be carried out by a System Administrator:

Create a new Business Unit

  1. Go to the Admin menu > Maintain Business Units

  2. On the right-hand side, click New.

  3. In the Business Unit Name field, enter the name of your new Business Unit - it will usually represent a department or team in your organization, eg "Sales", "Human Resources" etc.

  4. For email reminders sent from contracts stored under this new Business Unit, you can use the same "Send from" address as the rest of the system - in which case, leave the "Reminder from Email Address" field blank. Otherwise, to specify a different address, enter it in here.

  5. In the third field, "Business Unit", specify the head Business Unit that this new one will be administered under. If you're not sure, it's best to go with your "Default Business Unit" or whatever you may have renamed it to.
    Don't try and find your new business unit in this list, it hasn't been created yet!

  6. Click Save.

  7. Work through the steps below to add your new Business Unit to your contract types.

Make the new Business Unit Available on your existing contract types

Once you've created the new Business Unit, you need to add it to as many contract types as will use it. Let's say you have just created a Busines Unit "Human Resources", and you already have the following contract types:

  • MSA

  • Employment Agreement

  • Customer Contract

If you're only using Human Resources to create Employment Agreements, that's the only contract type you need to edit. If you want Human Resources to create any type of contract, you'll need to make the Business Unit available on each of the contract types:

  1. Go to the Contracts menu > Maintain Contract Types.

  2. Select a contract type and click on it to edit.

  3. Go to the Business Units tab.

  4. Scroll down the list of Business Units and at the bottom you will see the new one(s) you have created. Set it to be Used.

  5. Click Save.

  6. Repeat with any other contract types you want the new Business Unit to be able to use.

Permissions on the new Business Unit?

Having created the new Business Unit, you will need to decide what permissions your existing users might need on it:

  • Any users with ACCESS ALL BUSINESS UNITS will have those permissions on any new Business Units as they are added;

  • users with permissions on specific Business Units will not have any permissions on the new one - edit their account to add the new Business Unit and specify permissions.

See more about giving users access to Business Units on this article about creating and editing users.
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