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Business unit management

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The business unit administration is only available to persons with the role business unit admin.

You can access the business unit administration via this button in the side navigation:

Here you can create, edit and delete business units. A business unit has the following properties:

  • Name: The name identifies the business unit and is displayed to users when they select it. This can be the name of the company or an individual department, for example.
    Short name: The short name is used to generate process numbers, for example. This should only contain a few characters.
  • Standard deletion period (days): To fulfil the requirements of the GDPR, linqi deletes completed processes after a certain number of days. You can specify this here.
  • Process editors: Here you can specify persons and groups who can design processes, dashboards etc. for this business unit.
  • Members of the business unit: Here you can specify persons and groups who can execute processes from this business unit.
  • Access to all processes: This special role allows the selected persons or groups to open all processes in the business unit in read-only mode.
  • Business unit administration: People with this role can change advanced settings for the business unit.

Available commands​

The following commands are available in the business unit administration on the top right-hand side:

  • Feature settings (): Here you can switch Features on and off for the business unit.
  • Edit (): You can edit a mandate here.
  • Delete (): Here you can move a business unit to the recycle bin.
  • Private business unit settings (): Here you can allow users to create a private business unit and define the features that are available in a private business unit.
  • Create business unit (): You can create a new business unit here.

Translated with DeepL.com (free version)