Your OpenBlend users can be assigned to a Business Area (Job Function and Office Location), enabling you to filter and organise data from your organisation in Data on Demand. As Admin, you can configure the choices available for the Job Function and Office Location fields and assign your users to the correct Business Areas.



When creating the Job Function and Office Location Business Areas in OpenBlend, think about how these would best serve the data needs of your organisation. Which groupings are valuable to monitor and support your initiatives?



Navigating to Business Areas

To navigate to Business Areas, simply:


  1. Go to the Admin section in OpenBlend
  2. Click on Company Settings
  3. Click on Business Areas, within here you will see 2 categories, Job Functions and Office Locations. 



Creating Job Functions & Office Locations


Do you have a User Sync integration? You will need to ensure that the spelling of Job Functions and Office Locations is the same as your internal systems so that the integration can match these up correctly.

Once you have navigated to the Business Areas within OpenBlend, you can follow the below steps to create your list. 


  1. Click on the bullet list icon next to Business Area you would like to set up
  2. Click the "+Add" button on the top right-hand side
  3. Add the name of the Job Function or Office Location
  4. Click "Save" 



Assigning users to their Business Areas


Do you have a User Sync integration? You will not need to assign your employees to their relevant Job Function and Office Location as the User Sync Integration will do automatically.

Once you have created all of your Business Areas, you can now go ahead and assign your employees to the relevant areas. 


  1. Navigate your way to the Business Areas section of OpenBlend
  2. Click on the bullet list icon next to Business Area you would like set-up
  3. Click on the person icon next to the Job Function or Office Location that you would like to assign users to
  4. Click the "+Add" button on the top right-hand side
  5. Click on the "+" icon next to each of the employees that you would like to assign to the Business Area
  6. Once you are done, click on the "x" button on the top right-hand side of the pop-up
  7. Repeat steps 3 to 6 until you have assigned all of your employees to their relevant Business Areas. 

 


Do you not have a User Sync integration? Contact your Customer Success Manager to learn more!