Create a Business Region

  1. Select Admin > Security > Business Regions.

  2. Select New.

  3. In the Description field, enter the name of the business region you want to create.

    For example, Otago.

  4. To deactivate the business region, select the Deactivated checkbox.

    Select this checkbox if the region isn't yet active.

    You can't assign a user to a deactivated business region.

  5. To associate all users with the business region, select All users.

  6. To select the designations you want to associate with the business region:

    1. Select the Select user, team and designation option button.

    2. Select the Designations tab at the bottom of the Business Region Maintenance screen.

    3. In the Available area, select the designation you want to associate with the user.

      Double-click the designation or click the Select icon.

    4. To exclude a designation from the business region, select the designation you want to exclude in the Selected area > Double-click the designation or click the Select icon.

  7. Select the teams you want to associate with the business region:

    1. Select the Select user, team and designation option button.

    2. Select the Teams tab at the bottom of the Business Region Maintenance screen.

    3. In the Available area, select the team you want to associate with the business region > Double-click the team or click the Select icon.

      The business region inherits the permissions associated with that team.

  8. To specify users who belong to the business region:

    1. Select the Select user, team and designation option button.

    2. Select the Users tab at the bottom of the Business Region Maintenance screen.

    3. In the Available area, select the user you want to assign to the business region > Double-click the user or click the Select icon.

  9. To see the security profiles associated with a business region, select the Security Profiles tab at the bottom of the Business Region Maintenance screen.

  10. Select Save.