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Business Units let you organize vendor relationships by the internal team or department that owns them. They’re a core organizational layer in VISO TRUST — enabling filtered views, scoped reporting, and clear ownership across large vendor portfolios.

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What Business Units Do

Business Units are used to:
  • Group relationships by the department responsible for the vendor relationship (e.g., Engineering, Finance, Legal, IT)
  • Scope Risk Insights dashboards to a specific unit
  • Filter the Relationships list by owning team
  • Segment reporting for program-level visibility
Every Business Owner in VISO TRUST belongs to a Business Unit. When you assign a Business Owner to a relationship, that relationship is associated with their Business Unit.

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Creating a Business Unit

Business Units are created in Settings → Business Units.
  1. Click Add Business Unit
  2. Enter a name (e.g., “Engineering”, “Procurement”, “Legal”)
  3. Save
Business Unit names are matched case-insensitively, so Engineering and engineering resolve to the same unit. Spelling must still be consistent — especially when using bulk import — because a misspelling creates a separate Business Unit.

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Assigning Relationships to Business Units

Relationships are associated with a Business Unit through their Business Owner. To change which Business Unit a relationship belongs to, update the Business Owner or reassign the Business Owner to a different Business Unit. When importing relationships via CSV, the Business Owner Business Unit column determines the assignment. If the Business Unit doesn’t exist yet, VISO TRUST creates it on import — as long as the name is spelled consistently throughout the file.

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Filtering by Business Unit

On the Relationships list page, use the Business Unit filter to view only the relationships that belong to a specific team. This is useful for:
  • Team-specific program reviews
  • Business Unit-level risk reporting
  • Identifying coverage gaps within a department

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Business Units and Risk Insights

When Risk Insights dashboards are available, you can filter metrics by Business Unit to see risk distribution, assessment coverage, and vendor counts scoped to a specific team. This gives Business Unit leads a focused view of their own risk posture without needing access to the full program.