How to Add and Assign an Operating Unit

How do I add an Ops Unit and assign it to a user? (Two Parts)

Part One: To add an Operating Unit:

1. Navigate to Account Settings > Organization > Operations Mgt.
2. Select your desired Business Group and click “View & Add Operating Unit”
3. Select “Add Operating Unit”
4. Select, from the drop-down menu, which channel your Operating Unit should be assigned to. Enter all other required fields accordingly.
5. The new Operating Unit will now appear in the list.

For additional assistance, screenshot instructions are also provided below:

How to assign an Ops Unit to a user?

Part Two: To assign an Operating Unit to a user:

1. Navigate to Account Settings > Company
   1. Verify if Linked Ops Units is On/Off
   2. OFF: Steps 4,5,6
   3. ON: Steps 7,8,9
2. Navigate to Account Settings > User Admin
3. Select User:
   1. Search by Last Name > Select User
   2. Click pencil icon next to User Name

A: If Linked Ops Unit assignment is OFF

4. On User Detail page, the Operating Unit Assignment will show a dropdown menu.
5. Select all applicable Operating Units from the dropdown and click “Assign”
6. This will confirm that the user has been assigned to the Operating Units.

B: If Linked Ops Unit assignment is ON

7. On User Detail page, the Operating Unit Assignment section will be in the top right. Click on the blue link “Ops Mgt Assignment”
8. Select the Ops Unit from the dropdown and click “Assign”
9. The added Ops Units will show listed on the screen

For additional assistance, screenshot instructions are also provided below: