video1.0<iframe src="https://www.loom.com/embed/940648cd7ebc475eb7b0920af50f3813" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/940648cd7ebc475eb7b0920af50f3813-4d8b2e74215a7722.gif100.84This Loom explains what business units do in Locktacks and how to assign an entity to the right unit. It describes grouping entities by business activities such as product lines or joint ventures, using Keenans example split into PiperTacks, Piper ERP, Piper Flow, and Piper Analytics, then using business units to filter reports and tasks, group the organization chart, and grant access to entities. To assign a unit, open the entity, go to master and financial data, and under other data select Business unit to choose from existing units or type a new one like PiperTax and create it. You can also set the business unit when creating an entity and confirm it by sorting the organization chart by business unit and filtering to a single unit.