Adjust which Business Units a user can see data for. Changes to Business Unit access take effect immediately, updating the user's data visibility across all areas of the platform.
Requirements
Permission required: Manage User Roles & Business Unit Access
This permission is held by Sustainability Administrator and Platform Administrator roles only.
If you don't see the option to change Business Unit access, you don't have this permission.
The user must be:
An active user (not suspended or pending)
Already part of your organisation
Steps to change Business Unit access
Click your profile icon in the top right corner and select Manage Users.
In the Active Users tab, find the user whose access you want to change.
Click the Business Unit access dropdown in their row.
Select or deselect Business Units as needed.
Confirm the change.
Result
The user's data visibility updates immediately. Any workbooks, reports, or data views they access will now reflect their updated Business Unit scope.
If you've removed access to Business Units the user previously had, data from those Business Units will no longer appear in their views.
Granting full access
To give a user access to all Business Units, including any created in the future:
Open the Business Unit access dropdown for the user.
Select the option for all Business Units (or select every Business Unit in the list).
Confirm the change.
When you grant full access, the user automatically gains visibility of any new Business Units added to your organisation later. You won't need to update their access when your organisational structure changes.
Change access for multiple users
If you need to change Business Unit access for several users at once, such as during a team restructure, you can use bulk actions. See "Make changes to multiple users at once" for instructions.
Considerations before changing access
Users may lose visibility of data they previously had access to. If someone has been working on reports or analyses that include data from Business Units you're removing, they'll no longer see that data.
In-progress work may be affected. Saved views, draft reports, and workbook configurations that reference data from removed Business Units may show incomplete results.
Consider communicating changes. Unlike role changes that affect what users can do, Business Unit access changes affect what users can see. A user might be surprised to find data missing from their usual views. If you're making significant access changes, let affected users know.