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Multiple BU Best Practice

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Posted on by 214

First I am still somewhat new to BU's, but I have 3 BU's on a fresh environment. There are several users in each BU within teams, all is good.

How are things handled when there is someone that is in a supervisory type overview where they can view all business units and they go to create records? It will assign to the parent of the 3, how do I ensure the record is assigned to a specific BU?

Each BU will have their own security roles, forms, and menu groups.

Is there a way to assign to a specific BU dependent on the form that is used? or even better what menu set is selected?

Any information/questions are welcome.

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