The OneVue account structure is flexible and scalable to support small to larger more complex organizations.
Business Units and Locations are the two components of the OneVue account structure. The account structure allows you to limit and control who has access to your device data, OneVue features, and can also simplify the configuration reports and alerts.
It's recommended to familiarize yourself with the account structure to ensure it mirrors your organization's business rules and staff responsibilities. Regardless of how you initially configure OneVue, you can always change the account 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 Business Units to other system components, including Report Profiles and Alert Rules.
It's recommended to consult with Primex to determine if the use of Locations would bring value to your OneVue account structure.
The use of Business Units can simplify managing devices. A Business Unit essentially groups your devices.
Required to be assigned to a Business Unit. This limits and controls who can view and access the devices assigned to the Business Unit.
When devices are added to your account, by default they are assigned to the account Business Unit.
Each user is assigned to a Role within a Business Unit. The Role assigned grants the user access to the devices assigned to the Business Unit.
Business Units can be added to Report Profiles. When added, all devices assigned to the Business Unit are included in reports generated by the Report Profile.
Business Units can be added Alert Rules. When added, all devices assigned to the Business Unit are included in the Alert Rule.
If a Business Unit is a parent to other Business Units (child), OneVue applies a parent-child hierarchy.
For example, when a user is assigned to a parent Business Unit, the user will also have access to the child Business Units. To avoid the parent-child hierarchy, a user can be assigned to a Role within a child Business Unit only.
Regardless of how you initially configure your account structure, it can always be changed as your business rules or staff responsibilities change.
For use with an organization that all staff is responsible for managing and monitoring all of your devices. With this type of structure, your organization does not need to limit or control who has access to the devices. With a simple structure, you only have the one account Business Unit and each user is assigned a Role to the 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 device or simply add the one Business Unit.
Simple to configure and manage.
All users have access to all devices.
Users are assigned to a Role within the account Business Unit, which grants their access to features.
You cannot limit or control who has access to devices.
For use with an organization that many areas and each area is responsible for managing and monitoring the devices in their area. This account hierarchy controls who has access to the devices by Business Unit.
With this type of account hierarchy, you will:
Create a Business Unit for each of the areas responsible for managing and monitoring the devices in their area.
Assign the applicable Business Unit to each of the devices.
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 devices 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 the parent to a child Business Unit, the user is automatically granted the same Role to the child Business Units.
As an example if you assign a user to your account Business Unit, the user is also granted the same access to any child Business Units. If you only want a user to have access to a specific child Business Unit, only assign the user to that specific Business Unit.
Optionally, you can assign Business Units to Report Profiles and Alert Rules. When assigned, all devices assigned to the Business Unit are included. If a Business Unit is a parent, its child Business Unit(s) devices are also included.
This hierarchy option is more specific and provides more 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 other system components.
You can limit and control who can manage and monitor devices by area.
You can add Business Units to Report Profiles and Alert Rules.
Medium level of configuration complexity.
Business rules need to be managed and configured consistently within your OneVue account.