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Business Groupings

Found under Organize > Business Groupings

About Business Groupings

Business groupings allow you to organize different units for access and reporting purposes. Creating a business grouping provides you the capability to add users to the group, define its business grouping type, and with the assistance of your Vega FinOps analyst, limit the scope of data access and dashboard views. Users may be added to multiple business groupings and may be removed from a business grouping at any time.

Business Groupings

Creating a Business Grouping

Business groupings can be created by clicking the '+Create Business Grouping' button in the top right corner of the business groupings page. This will open the create business grouping page. Fill out the ‘Business Grouping Name’, ‘Type’, ‘Parent’, ‘Owner’, and ‘Description. Then hit ‘Next’.

Create Business Grouping

The owner configured on the previous step will be assigned to the business group automatically. Click the ‘Assign Users’ button to add additional users to the business group. Click the ‘Create’ button.

Create Business Grouping 2

You should now see the business group in the main business grouping tree.

Default Business Grouping

Your account will have a Default Business grouping that is created when your account is provisioned. This business grouping will have all users assigned to it by default. This business grouping cannot be deleted.

Deleting a Business Grouping

Business groupings cannot be deleted at this time. If you would like to delete a business grouping, please contact your Vega FinOps analyst.