> ## Documentation Index
> Fetch the complete documentation index at: https://docs.visotrust.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Business Units

> Group vendor relationships by business unit in VISO TRUST to scope Risk Insights dashboards, clarify ownership, and filter views across large portfolios.

**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.

## 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.

## 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

<Note>
  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.
</Note>

## 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.

## 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

## 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.
