Manage Business Units
In order to allow you to set up your business structure within Campaign Manager, you can use business units. For example, you may want to split up your activity with SMS into marketing andoperations.To do this you can create a management business unit with a marketing business unit and operations unit underneath.
This would allow the management business unit visibility of all activity going through the child business units for management of billing, audit trail and activity.
N.B. you can only access this part of the system if you are an administrator.
To set up and manage your business units, go to Manage Business Units under the Campaign Manager Settings menu.
This will open the Manage Business Units page. Your current Business Units setup will be listed in the drop down menu at the top of the page with all the details underneath.
To create a new Business Unit click ‘Create Business Unit’ at the top right of the page. The bottom of the page will change to have editable fields, allowing you to enter the information of your new business unit.
Complete the fields;
- Name your business unit with something relevant (e.g. Finance Team)
- Describe your Business Unit activity briefly (e.g. Financial messages)
- You can choose to allow Child Business Units or not if you wish.
- Choose a site Originator, which can be up to 11 characters (e.g. Finance)
N.B. New business units are created as children of the selected Business Unit in the drop down list at the top of the page.
Once you have completed the details, click ‘Save’. Child Business Units need Users, so once you have created the Business Unit, check out our Manage Users section in this user guide for more help.