We only have one business unit. We have about 400 accounts. We want to
create a new business unit and move some of the accounts to the new business
unit. The president of our company wants to see ALL records from ALL
business units. A salesperson wants to see ONLY records from her business
unit. How can we create new business units and move exising account records
to the new business unit?

Lynn

1) Create a new BU. (Sales 1, e.g.)
2) Make the parent BU of Sales 1 your existing BU.
3) Open the salesperson's user record, and select Actions | Change Business
Unit, and change her BU to Sales 1.
4) If necessary, modify the Role for the salesperson so that they only see
stuff from their BU or below (they should not have any completely green
circles)
5) If necessary, modify the Role for the Pres so he sees the entire org
(completely green circle).

You should be all set.

"Lynn" wrote: