How Business Unit Access Works

• Users assigned to the Corporate level have access to all data in the ZoneVu account, regardless of BU assignments.

• Users assigned to a Business Unit (BU) or Sub‑Business Unit (sBU) can only access data within that BU and all of its nested sBUs.

Recommended Setup for Contractors

We recommends creating a Business Unit per client and assigning all related data (wells, logs, projects, documents, etc.) to that BU or its sBUs. This ensures each client’s data remains isolated, private, and secure.

Creating a New Business Unit

Only Admin‑level users can modify the Business Unit structure.

To add a new BU:

1. Open the Admin menu and select Company Preferences.

2. In the Edit Company Settings window, open the Business Units panel.

3. Select Corporate.

4. Click the 'Create' button to create a new Business Unit.

5. Enter a name for the new BU and set a default coordinate system (optional)

6. Click 'Save' or 'Apply' to save the changes

You can add as many Business Units as needed to build your full corporate structure.

Creating Sub‑Business Units

To add a Sub‑Business Unit beneath an existing BU:

1. Select the parent Business Unit.

2. Click the “Create” button to create an sBU underneath it.

3. Enter a name for the new BU and set a default coordinate system (optional)

4. Click 'Save' or 'Apply' to save the changes

This allows you to create multi-level structures such as:

• Corporate → Permian → Delaware

• Corporate → Rockies → DJ Basin

Assigning Data to Business Units

Once your structure is created, you can assign data to the correct BU/sBU to maintain proper access control.

To assign a Project, Well, File, or other data:

1. Open the Edit Header dialog for that item.

2. In the Business Unit dropdown, select the appropriate level (Corporate, Business Unit, or Sub‑Business Unit).

3. Click 'Save' to apply the assignment.

Assigning Users to Business Units

Users can also be assigned to one or more BU/sBU. Allowing you to control what data each user has access to

To assign a user to one or more BU/sBU:

1. Open the Users option under the Admin menu

2. Click the 'Edit 'button on that user's profile row

3. Open the Business Units list

4. Check the BU/sBU's the user needs access to

5. Click 'Save 'to update the user's profile settings

This ensures the right users have the right access across the platform.