Overview

A business profile represents the overall organization or client and serves as the container for all related assets, including location profiles, users, modules, and data. By creating a distinct business profile for each brand or client, teams can streamline setup, assign users appropriately, and manage data securely across separate accounts.

Creating a business profile provides a centralized foundation for all future configurations. Whether you’re managing multiple brands, clients, or divisions, this structure ensures clear separation between data and workflows. Once a business is created, location profiles, user roles, and platform features can be configured under that specific business.

Step-by-Step Flow

Step 1: Navigate to the ‘My Business’ section under your agency.

Step 2: Click the configuration icon (top-right) and select Add New Business.

Step 3: Enter the following:

• Business Name
• Business Alias (typically the NetSuite Order ID or a unique available ID)
• Account Manager (mandatory)
• Optional: Primary Contact Name, Account Expiration Date (manual entry based on contract)

Note: Use test patterns like "100XXX" for demos.

Glossary of Terms

Business Profile: A top-level entity representing a client, brand, or organization. It contains all related data and assets.

Location Profile: A sub-entity created under a business profile to represent individual storefronts, offices, or service areas.

User Roles: Permissions granted to individual users to control their access level within the business profile.

Alias: A short-form or alternate name for the business, useful for internal clarity.

Modules/Features: Tools enabled within the platform, such as content management, analytics, or review tracking.