5.4 Business Units (BU)

• A Business Unit is a structural category used to organize departments/regions within the platform. Determinate a business unit to the features (like banners, products) or associate operational roles to the affiliates helps business’s organization (e.g., Internal, LATAM, GCC)

• The Root is the top-level Business Unit in the hierarchy. All other units are created under it, either directly or as nested sub-units. It serves as the starting point for the organizational structure.

Choosing Root as a BU allows to all BU see the product (e.g., a marketing tool), includes all

Create a Business Unit

• Navigate by the left Sidebar Menu and click on the Organization > Manage Business Units

• Click the Create New Business Unit button. A popup window will appear, to complete:

  • Choose the Business Unit Name

  • Select the Parent Business Unit, which means the Business Unit which englobes the new Unit.

  • Select the Brand

  • Add a Description

  • Choose a default Deal

  • Optionally, select an allowed Affiliate Payment Methods

  • Click on Save to create the new Business Unit

Affiliates Acquisition of their Manager’s Business Unit

• When a manager is assigned to an affiliate, the affiliate automatically inherits the business unit associated with that manager