Maintain Staff Member Business Unit

In Producer Manager, a business unit is a logical or physical segmentation or division of your company's business or organization. You can group producers into a business unit, and you can configure the same business unit in the user accounts of one or multiple staff members, allowing them to maintain the records and manage the compliance of the producers in the business unit.

If you have system administrator permissions, use the Maintain Staff Member Business Unit page to configure a user's association with a business unit.

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To open the Maintain Staff Member Business Unit page to configure the business units of other users, choose one of the following methods:

From the Administration menu select User Security, and then select Maintain All Staff Member Business Unit. The Select User Profile page will open, displaying a list of active and inactive system users. Click the name link of a user whom you wish to associate or disassociate with a business unit.
From the Administration menu select User Security, and then select Review/Update All Users. The Select User Profile page will open, displaying a list of active and inactive system users. Click the name link of a user whom you wish to associate or disassociate with a business unit. The Review/Update User page will open, displaying the selected user's account information. In the Security section of the page, click the Maintain Business Units link.

To open the Maintain Staff Member Business Unit page to configure the business units associated with your own user account, choose one of the following methods:

From the Administration menu select Configure My Profile, and then select Maintain Staff Member Business Unit.
From the Administration menu select Configure My Profile, and then select Review/Update User. The Review/Update User page will open. In the Security section of the page, click the Maintain Business Units link.

The Maintain Staff Member Business Unit page contains the following sections:

Record Summary

Current Business Units

Displays a table listing all business units that have been configured for the selected user, regardless of current active or inactive status for the user.

Fields and controls include the following:

Add a Business Unit: Click to activate the edit fields in the Add/Update Business Unit section, where you can configure an additional business unit for the selected producer.
Business Unit Name: For each business unit listed, displays its Short Name. For more information, see Maintain Business Unit.
Status: For each business unit listed, displays its current configuration status in the account of the selected user. Active indicates that the user is currently associated with the business unit; Inactive indicates that the user is currently not associated with the business unit.
Begin Date: For each business unit listed, displays the date on which the business unit Status most recently became Active for the selected user.
End Date: For each business unit listed, displays the date on which the business unit Status most recently became Inactive for the selected user.
Default: For each business unit listed, a checkmark in the checkbox indicates that the business unit is the selected user's default business unit; no checkmark in the checkbox indicates that the business unit is not the selected user's default business unit.
Actions: For each business unit listed, offers the following controls:
Edit Business Unit (): Click to transfer the information associated with the business unit to the edit fields in the Add/Update Business Unit section, where you can update the information.

Add/Update Business Unit

Offers edit fields allowing you to configure a new business unit or update an existing business unit configuration for a selected user. Fields and controls include the following:

Clear: Click to remove all data from the data entry fields.
BU Name: From the dropdown menu, select the Short Name of a new business unit to configure for the selected user. Only available business units that have never been configured for the selected user appear as selections in the dropdown menu.
Status: From the dropdown menu, select a status to apply to the business unit. Select Active to associate the selected user with the business unit; select Inactive to disassociate the selected user with the business unit.
Begin Date: Enter the date upon which the selected user became active with the business unit. User the mmddyyyy date format. Or, click the Calendar button () to open a popup calendar from which you can click to select a date. Must be on or prior to the current date.
End Date: Enter the date upon which the selected user became inactive with the business unit. User the mmddyyyy date format. Or, click the Calendar button () to open a popup calendar from which you can click to select a date. Must be on or prior to the current date.
Default: Click to checkmark the checkbox to configure the business unit as the selected user's default business unit. Click to uncheckmark the checkbox to configure the business unit as a non-default business unit for the selected user.
Add All Business Units: Click to assign the selected user to all active and available business units. A popup message will display asking you to confirm the operation; click the OK button to proceed, or click the Cancel button to abort.

Page Controls

Warnings

Adding all active, available business units to a user's account through use of the Add All Business Units button is an irreversible action. After you click the OK button on the confirmation popup box, the information is saved to the user's account and cannot be undone. It is not necessary to click the Save button on the Maintain Staff Member Business Unit page.

Notes

Note: The system does not prevent a user associated with one business unit from reviewing the record or performing maintenance activities on behalf of a producer associated with a different business unit.

Note: A user (staff member) must be associated with an identical business unit as a producer for whom the user is submitting an appointment or termination request.

Note: Only one business unit may be configured as a user's default business unit.

Note: You can assign a user only to a business unit that first has been configured in the system. For information about setting up business units, see Maintain Business Unit.