Business Unit
In SimplifyQA, the Business Unit is a logical grouping feature that helps organizations manage and segregate their testing assets, users, and project activities based on different departments, clients, or functional divisions. It acts as the top-level container under which multiple projects and user roles are organized.
This feature is particularly useful for companies with multiple clients, departments, or business streams who wish to maintain data privacy, better access control, and operational clarity.
Key Features of Business Units
Segregation of Projects
Each business unit can have its own set of projects, completely isolated from other units.
Projects created under a business unit are only visible to users associated with that unit.
User Management and Access Control
Admins can assign users to specific business units.
Role-based access within a business unit ensures that users only see and manage what's relevant to them.
Data Isolation
Test cases, defects, requirements, and execution plans are isolated per business unit.
Analytics and Reporting
Reports can be generated at the business unit level for more targeted insights.
Helps in evaluating performance and test coverage for each business division.
Creating a Business Unit
To create a new Business Unit in SimplifyQA, follow these steps:
Login as Admin Only Admin users have the rights to create and manage business units.
Navigate to Admin Settings
Click on your profile or settings icon in the top-right corner.
Select Admin Panel or Settings from the dropdown.
Go to 'Business Unit' Section
In the left panel of the Admin Panel, select Business Unit.
Create New Unit
Click on Create New Business Unit button.
Fill in the required details:
Business Unit Name (e.g., Retail Banking, Healthcare Division, Client-X)
Description (optional, but helpful for context)
Save
Click Save to successfully create the business unit.
Managing Business Units
Edit or Delete a Business Unit
From the list of existing units, click on the View Details icon next to the desired unit.
Note: Deleting a business unit will also remove all its associated projects and data. Proceed with caution.
Assign Users to a Business Unit
Navigate to the Project section.
Select a project and assign them to the appropriate business unit(s).
A user can be part of multiple business units but will only have access based on their role in each.
Switch Between Business Units
If a user is part of multiple units, they can switch units using the dropdown selector typically located at the top of the dashboard.
Accessing Business Unit on the Landing Page
Users can view and switch between their assigned Business Units directly from the landing page, provided their role has the appropriate privileges.
Steps to Enable Business Unit Visibility on Landing Page:
Go to Project Settings
Navigate to the Project Settings from the top menu or the settings icon.
Access Roles & Privileges
Click on Roles & Privileges.
Select the Respective Role
Choose the role for which you want to enable access (e.g., QA Engineer, Project Manager).
Enable the ‘Show Project’ Privilege
Under the section Project & Release Management, enable the checkbox for “Show Project”.
This allows users with that role to view the Business Unit and project details directly on the landing page.
Save Changes
Click Save to apply the updated role privileges.
Once this is enabled, users will see a dropdown or listing of available Business Units on their dashboard, making it easier to navigate and access the relevant projects.
Use Case Scenarios
Multiple Clients: An organization serving different clients can create separate business units for each client to keep their projects, test cases, and reports completely isolated.
Department-wise Testing: If internal QA teams handle testing for various departments like HR, Finance, IT, and Operations, each department can have its own business unit for better organization and visibility.
Multi-Domain Projects: For companies that handle multiple business domains (e.g., Banking, Insurance, Retail), setting up business units per domain can streamline project and user management.
Offshore-Onshore Teams: In a global delivery model, you can create business units for offshore and onshore teams to manage access, reporting, and work ownership.
QA Service Providers: For QA consulting or service companies, business units can be used to create client-specific environments ensuring data privacy and independent project execution.
Frequently Asked Questions (FAQs)
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