#Fundamentals #Settings #Organization #BusinessUnit #Admin

What is a Business Unit?

A Business Unit is a specific area, department or team within an organization. For example, companies with a diverse customer base or geographical focus may set up individual business units for each product line or market. This allows them to operate more effectively and segment their products or services. The Cozero App offers to map and create a digital twin of the organizational structure of a company for a simpler and more structured calculation of respective emissions coming from different business units of a company. As part of that, Cozero can build organizational hierarchies, i.e. Business Units and Subunits, meaning mother-daughter-relationships between organizational units.

How to add & edit business units?

Business unit creation and management is only accessible to users with an Admin or Manager status on Cozero. The remainder of this guidance relates to this, and so is only relevant for these users.

  • Step 1: Log-in to the Cozero platform as an Admin user
  • Step 2: Click “Organization” on the left sidebar of your dashboardClick on the right top of the page on your name
  • Step 3: Click on “Business Units”
  • Step 4: Click on the top right side "Add business unit"
  • Step 5: Define a “Title”, “Status” (inactive or active), “Parent Unit” (if necessary)
  • Step 6: Click "Save" to create the Business Unit

How to create a Sub-unit?

  • Step 1: Log-in to the Cozero Platform
  • Step 2: Click “Organization” on the left sidebar of your dashboard
  • Step 3: Click on “Business Units”
  • Step 4: Select the “Business Unit” you want to create a “Sub-unit” for
  • Step 5: Click on “Edit” and a new layer will open
  • Step 6: Click on “Sub-units” in the top menu bar
  • Step 7: Click create Sub-unit
  • Step 8: Define a “Title” and the Status (inactive or active) for the Sub-unit
  • Step 9: Optionally: Add “Tags” and the “Parent Unit”
  • Step 10: Click "Save" to create the Sub-unit for the respective Business Unit

How to invite Users to a Business Unit?

  • Step 1: Log-in to the Cozero platform
  • Step 2: Click on “Organization” on the left of your dashboard
  • Step 3: Click on “Business Units”
  • Step 4: Click “Edit” on the right to select the respective Business Unit you want to assign users to
  • Step 5: Click on “Users” in the upper section
  • Step 6: Click on “Invite User” if you want to assign a new user to the Business Unit and fill out the respective fields. To create the new user click on “Invite”
  • Step 7: If you want to assign an existing user to the Business Unit, click on “Edit” on the right of the respective user in the list
  • Step 8: Define the “Business Unit” you want the user to be assigned to
  • Step 9: Save your changes

How to assign Users to several Business Units // create User Functions?

Some users need to be assigned to several Business Units, meaning your organization has not only a flat, one-dimensional tree structure but needs to allow for a type of matrix organization. For that, Cozero has introduced the feature of "User Functions". This allows for Admin users to aggregate business units into a ‘User Function’. Users can then be assigned to a User Function, and can then access all Business Units that sit within that.

To do create a User Function

  • Step 1: Log-in to the Cozero platform
  • Step 2: Click on “Organization” the left side of your dashboard
  • Step 3: Click on “User Functions”
  • Step 4: Click on the top right "Create User Function"
  • Step 5: Name the “User Function” and associate Business Units to it

To assign a user to a User Function

  • Step 1: Log-in to the Cozero platform
  • Step 2: Click on “Organization” the left side of your dashboard
  • Step 3: Click on “Users”
  • Step 4: Select User and assign them to a Function from the drop down list.

In the user management, you can then assign users to specific User Functions and they will gain access to all Business Units associated with that User Function.

How and when to activate or inactive a Business Unit?

  • The status of a Business Unit can be changed by clicking on the respective “Business Unit” and switching the "active" button to active or not active. If the button is blue-coloured, the “Business Unit” is active.