If you have a large organization with multiple business units that need to operate independently from one another, you can structure your AroFlo site to suit. We recommend reading Your Business Structure to determine whether multiple business units could benefit your business. You will also need to contact our Customer Service team first so they can assess your needs and give you the ability to create business units.

Before you begin

Because business units cannot be deleted except by AroFlo staff (with the caveats mentioned above), they should be created with care.

Plan your structure

Consider your settings

Creating a new business unit allows a separate entity to operate within the same AroFlo subscription. When considering whether to add a new business unit, please note that the following items cannot be restricted by business unit and will display across both/all:

• Permission Groups
• Inventory categories (but not the inventory itself)
• Asset categories (including the assets themselves)
• Layouts for invoices, quotes, job sheets, purchase orders, bills
• Document Directory
• Compliance forms
• Description templates.

What about changes? In the same way that all of the above items are shared across all business units, changes made to any of these items in one business unit will be reflected in all others.   Other settings can be copied from another business unit while you're creating your new business unit, saving set-up time. The option to copy existing settings is removed once you've saved your new business unit for the first time. If you want to use settings from another business unit, you must do this before you save.

The settings that are available to be copied across from your selected business unit to your new one are shown below.

Add a business unit

To add a business unit:

1. In Site Admin, go to Business Units.
2. Locate the business unit you want to create a new business unit under.
3. Click Add Business Unit.
4. Complete the required fields as described in the table below.     
   

   Remember: If you want to use the Copy Existing Settings option, now is the time. See Consider your settings for details.

    
5. Click Add Business Unit at the bottom of the screen.

Access between business units

With multiple business units set up, you'll need to navigate through them and decide what access (if any) staff should have to each one.

Switching between business units

You can see which business unit you are in by looking at the top left of your screen, where you'll see the business unit name. To switch to a different unit:

1. Click the down arrow beside the business unit name.
2. Click the name of the unit you want to switch to.

While in the Business Units set-up area, you can also click on the relevant link in the Business Unit column to switch to another unit.

Access settings

The checkboxes in the Business Units set-up area control access between the business units.

You need to set the options you want for each business unit. Our image shows the settings for AroFlo Services. We can switch to each of the business units in turn and set them up as needed. Some examples are shown below.

Plumbing Division

We want staff in the Plumbing Division to have full access to the AroFlo Services parent business unit, but not to the other child business units. We would set this up like this:

 

 

Electrical Division

The Electrical Division has some crossover with the HVAC Division, so staff in the Electrical Division have access to all aspects of the HVAC Division and to the AroFlo Services parent business unit. Here's the setup:

 

 

HVAC Division

The HVAC Division has some crossover with the Electrical Division, so staff in the HVAC Division have access to all aspects of the Electrical Division and to the AroFlo Services parent business unit.

 

 

AVCEE Services

The AVCEE Services staff need access to all other divisions, including the AroFlo Services parent business unit.

 

 

These settings are explained below, using the setup shown in our main image as an example.

Users Access

Allows users to switch to and access the selected business unit.

Example

In the main image in this section (above), an AroFlo Services user can switch to any other business unit and work within it.

In the following image, an AroFlo Services user would only have access to the AroFlo Services and the AVCEE Services business units, as shown by the dropdown menu in the top left of the image.

 

 

To switch between business units, click the down arrow beside your company name in the top left of the screen, then click the name of the business unit you want to access.

 

 

Users Task Labor

Allows a user to select resources from another business unit when recording labor on a task owned by their own business unit.

 Example

When an AroFlo Services user is recording labor on a task owned by the AroFlo Services business unit, they will be able to select a user (i.e. resource) from any other business unit and record labor for them on that task.

 

 

To view resources from another business unit that you have access to, in the Labor Worksheet's Resource dropdown, click All Resources. The additional resources will appear and you can make your selection.

 

 

Users Task Assign

Allows users in one business unit to assign tasks owned by that business unit directly to a resource in another business unit. Otherwise, tasks can only be assigned to the other business unit as a whole.

Example

When an AroFlo Services user opens a task and clicks Add Resources, they will be able to select a resource from any other business unit and assign the task to them.

 

 

 

 

Users Schedule

Allows users in one business unit to schedule a task in that business unit to a resource in another business unit.

Example

Within a task, when an AroFlo Services user clicks Add Resources to Schedule > Add Users,  they will be able to select a resource from any other business unit and schedule the task to them.

 

 

 

 

Business Units Task Assign 

Allows tasks to be assigned to another business unit.

Example

When an AroFlo Services user opens a task and clicks Add Resources, they will be able to select any other business unit and assign the task to it.

 

 

 

 

Reordering business units

To change the order in which business units appear in the Job Control table on your AroFlo home page:

1. Go to Site Administration. The list of Business Units appears.
2. Click and drag the (two bars icon) to move the Business Unit up or down the list.
3. Drop the Business Unit onto your preferred location.
4. Save.

The Business Units listed in your Workflow Totals on your Home Dashboard should now appear in the order you've set them to.

Moving groups

You can only move a Business Unit within its own level. In this example, you could move 'New South Wales' to appear above 'Victoria', but not to appear on the same level as 'Service Department'. You cannot alter the parent/child relationships of Business Units by this method.

 

 

Edit business unit details

You can edit business unit settings to change company name, address and contact details or add a logo to the site and payment options used on invoice layouts.

1. Go to Site Administration > Business Units.
2. Click Edit.
3. Make changes as required. Refer to the table below for descriptions of additional fields and settings.
4. Save.