Organization Settings Introduction

This section helps you manage the structure and setup of your organization on the platform. Learn how to define user roles, add and manage team members, organize Business Units and customize key configuration settings to align the platform with your operational needs

5.1 Manage Employees

Search & Edit

New User/Employee

Modify an Existing User/Employee

Change User’s Password

5.2 Manage Employee Roles

Create a Role

Modify a Role

5.3 Manage Affiliate Roles

Create a Role

Modify a Role

5.4 Business Units (BU)

Create a Business Unit

Affiliates Acquisition of their Manager’s Business Unit

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