Landscape Business Units

Adding Landscape Business Units to your account allows you to partition your account into multiple offices, regions, chapters, or units. Account administrators can then see data for the entire account, while individual users can be assigned to one or more units within the organization. Users will then only see the data for the unit(s) to which they are assigned.

This is especially helpful for large regional or nationwide organizations that do not want standard users presented with data for the whole organization.

Settings in accounts with Landscape Business Units are set at the account level, meaning you can standardize reports and forms across the entire organization.

For example, you may have 'Northern', 'Central', and 'Southern' regions in your organization, each with a different office and different staff. There are also ecology team members who work among all regions. You could assign the regional land protection staff to their respective regions, but then assign the ecology team members to all regions so they have access to all the records they need.

If you're interested in this type of functionality but don't need the full Enterprise feature, then you may want to explore using the 'Team Lead' / 'Team Members' fields to assign users to particular records, as well as creating custom dashboards and views for different staff members. In this way you can at least begin to quickly filter records to those which are relevant to any given staff member.