| Applicable to | Centro QMS/QMS Starter, Centro KMS |
| NOT applicable to | Centro ESSENTIALS |
This article applies to customers that have used Business Units (BUs) before March 2024 and currently have Business Units setup in the system.
If you have setup Business Units after March 2024, please refer to our Maintenance guide.
Before you review your Business Units, please refer to the important information below:
The Business Unit subtab has moved. It is now located under the People tab. All your existing Business Unit information can be found here.
All existing Business Units have been set up with the default setting Anyone in org can view and edit – this means that any user in the system can edit and view web app content that has been assigned to this Business Units. The steps below to review and edit your Business Units.
Step 1: Review and edit Business Unit access
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| A Business Unit can be created for a specific House (eg. Smith Street House), Facility (eg. Smith Family Services) or Department (Support Workers). |
1. Access the People tab, click on the Business Units subtab. Double click on the BU you want to edit.
2. Click Edit and make required changes.
| Field | Description |
| Business Unit name | The name of your Business Unit. |
| Type | The type of Business Unit (i.e., House, Facility or Department) |
| Products/services provided | A list of the services or products that the Business Unit provides |
| Description | An overview of key information about the Business Unit. |
| Managed item permissions |
The viewing and editing permissions of the people linked to this Business Unit, options include:
Please note, that the viewing and editing permissions above will be applied on top of existing permissions |
3. Click Save.
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Once created, Business Units can be assigned to relevant content in the web app, including:
Initiate editing of relevant items to assign the Business Units to those items. |
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| There will be no change to Internal Audits. This function already has the ability to select a Business Unit. All users with the permission set to ‘view/edit Internal Audits’ will continue to see all audits regardless of the BU selected. |
Step 2: Link users to BUs
1. Go to People> Users and double click on the relevant user.
2. Scroll down to Affiliated Business Units and click Add.
3. Select the BU that applies to the user.
4. Click Save.
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More information on managing users in the Centro web app, please see our Manage Users Guide. multiple. |
Step 3: Link content to BUs
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This article uses a policy as an example, but you can attach Business Units to a variety of content including:
Please see the instructional guide related to the item type you would like to edit for more detailed editing guidelines. |
1. Find the relevant item in your Centro web app and start editing. If you require assistance with this step, please see our content editing guides for further information.
2. Click Edit and Overview Tab.
3. Scroll to Managing Business Unit and click Select.
4. Click on all the BU for the content item and click Select.
5. Approve and publish the item (for more information see Publish Single Item)
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Once a BU is assigned to an item, this may change which users can view and edit the content, based on the BU they have been assigned. For reference, each BU has one of the following permissions:
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Step 4: Final review of BU setup
Once you complete setting up Business Units, it is recommended that you go back into the People tab, click on the Business Units subtab and review all content and associated people that have been assigned to the relevant Business Units.
Managed Items
This tab provides a summary of each content item that has been assigned to the Business Unit, including last edited and next review dates. If you have selected the wrong content items to be assigned to this Business Unit, select ‘OPEN’ and follow step 3 in this guide to edit the item.
Associated People
This tab provides a summary of each team member that has been assigned to the selected Business Unit. This includes the level of access that has been granted based on the Business Unit settings and Position is setup.
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If you have required reading, setting up Business Units may impact what different users can see. It is recommended that the Administrator review any content that is completely locked down within a BU and check if any of these content items overlap with content assigned to a Role. |