The OneVue account structure is flexible and scalable to support small to larger more complex organizations.
Business Units and Locations are the two primary components of the OneVue account structure. You can configure OneVue to limit and control who has access to your Monitored Assets, system data and features, and simplify the configuration of user access, reports, and Alert Rules.
It's recommended to familiarize yourself with the account structure to ensure it mirrors your organization's business rules and structure. Regardless of how you initially configure OneVue, you can always change the structure as your business rules or staff responsibilities change.
A Business Unit is the primary account structure component that commonly represents a department or other business entity in your organization. Based on your organization's business rules or staff responsibilities, you may have one, a few, or many Business Units. With the use of Business Units, you can limit and control staff access to only what they are responsible for. You can also assign a Business Unit to other system components, including reports and Alert Rules.
The use of Business Units can simplify managing Monitored Assets. A Business Unit essentially groups Monitored Assets together, allowing a Business Unit to be added to other system components.
Monitored Assets: Required to be assigned to a Business Unit. This limits and controls who can view and access the Monitored Assets assigned to the Business Unit. When Monitored Assets are added to your account, by default they are assigned to the account Business Unit.
Users: Each user is assigned to a Business Unit and a Role within the Business Unit. The Role assigned grants the user access to the Monitored Assets assigned to the Business Unit.
Reports: Business Units can be added to a Report Profile. When added to a Report Profile, all Monitored Assets assigned to the Business Unit are included in the Report.
Alert Rules: Business Units can be added Alert Rules. When added to an Alert Rule, all assigned to the Business Unit are included in the Alert Rule.
Parent-child hierarchy: If a Business Unit is a parent to other Business Units (child), OneVue applies a parent-child hierarchy. For example, when parent Business Unit is assigned to a user or included in a Report or Alert Rule, all of its child Business Units are also included. You can assign a user to a child Business Unit or add a child Business Unit to a Report Profile or Alert Rule to avoid the parent-child hierarchy.
Regardless of how you initially configure your account, you can always change the structure as your business rules or staff responsibilities change.
For an organization that has Monitored Assets located throughout one building and all staff is responsible for managing and monitoring all of Monitored Assets. With this type of organization, you do not need to limit or control who has access to the Monitored Assets. If this is the case, you can set up a simple account hierarchy structure. With a simple structure, your account is the only Business Unit and each user is assigned a Role to your account Business Unit.
With this type of account hierarchy, you will:
Assign each user a Role to your account Business Unit.
From Report Profiles and Alert Rules, add each Monitored Assets or simply add the one Business Unit. When a Business Unit is added, all Monitored Assets assigned to the Business Unit are automatically included in Report.
Pros
Simple to configure and manage.
All users have access to all Monitored Assets.
The Role assigned to the user grants their access to system features.
Cons
You cannot limit or control who has access to Monitored Assets .
For an organization that has Monitored Assets located throughout many areas and each area is responsible for managing and monitoring the Monitored Assets in their area. An organization like this may require the intermediate account hierarchy option. This option limits and controls who has access to the Monitored Assets.
With this type of account hierarchy, you will:
Create a Business Unit for each of the areas responsible for managing and monitoring the Monitored Assets in their area.
Assign the applicable Business Unit to each of the Monitored Assets.
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Assign each user a Role to their responsible Business Unit. Assigning a user to a Role to a specific Business Unit allows you to limit and control a user's access to only those Monitored Assets they are responsible for.
When assigning Roles to users with this type of hierarchy, the parent-child rule applies when you have more than one Business Unit. A Business Unit can be a parent to a Business Unit or a child to your OneVue account Business Unit. When you assign a user to a Role within a Business Unit, if the Business Unit is a parent to a child Business Unit, the user is automatically granted the same Role to the child Business Unit(s).
As an example, if you assign a user to your account Business Unit, the user is also be granted the same access to any child Business Units. If you only want a user to have access to a specific Business Unit, only assign the user to that specific Business Unit.
Optionally, you can assign Business Units to a Report Profiles and Alert Rules. When assigned, all assigned to the Business Unit are included. If a Business Unit is a parent, its child Business Unit(s) are also included.
This hierarchy option is more specific and provides more granular control over what a user can manage and monitor based on their assigned Business Unit. This hierarchy also offers the ease of adding Business Units to reports and Alert Rules.
Pros
You can limit and control who can manage and monitor Monitored Assets by business area.
You can add a Business Unit to a Report Profiles and Alert Rules, which automatically includes all Monitored Assets assigned to the Business Unit.
Cons
Medium level of configuration complexity.
Business rules need to be managed and configured consistently within your OneVue account.
Imagine a large organization that may have hundreds of Monitored Assets located throughout many business areas and locations. This type of organization may require staff to be responsible for specific business areas and locations. With this type of organization, you may have to spend some time to determine how to best configure your OneVue account hierarchy.
As you decide on your account hierarchy, the questions below may provide additional guidance to assist you in your decision.
Do you have to limit and control specific users responsible by department or business entity? If yes, create a Business Unit for each area. You will then assign users to specific Business Units.
Do you have to limit and control specific users to manage and monitor Monitored Assets by a location, such as by building, floor, or room? If yes, create the location(s) representing each physical location, assign a location to each of the Monitored Assets, and assign each user to the location Role they are responsible for.
Do you need to limit and control specific users to manage and monitor network profiles by location? If yes, assign the network profiles to a location.
Do you need reports or Alert Rules to be specific to location(s)? If yes, add the location(s) to a Report Profile or Alert Rule.
Pros
You can limit and control who can manage and monitor Monitored Assets by department or business entity.
You can limit and control who can manage and monitor Monitored Assets and networks by location.
You can add a Business Unit or Location to Report Profiles and Alert Rules, which automatically includes all Monitored Assets assigned to the Business Unit or Location.
Cons
Advanced level of configuration planning.
Business rules need to be managed and configured consistently within your OneVue account.