Admin Details: Business Units

Overview

The Business Units tab on the Admin Details screen allows you to assign this user to one or more Business Units. The Business Unit feature lets a Cheetah Digital client support multiple brands or subsidiaries within a single Cheetah EDP environment. Each Business Unit operates as an independent entity within the platform, while still providing corporate-level visibility into the entire organization.

At an end-user level, individual marketers can be assigned to one or more Business Units. When working within EDP, the marketer can pick from among the set of Business Units to which they have been assigned. This selection, referred to as the Business Unit context, controls what this marketer sees, and to what customers and data they have access.

Features

The Business Units tab provides the following features related to managing EDP user accounts:

Assign a User to a Business Unit

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To assign a user to a Business Unit:

Click add business unit. The "New Admin Business Unit" pop-up window is displayed.
From the "Business Unit" drop-down menu, select the desired Business Unit.
Click create.
Repeat the above steps as needed to assign this user to additional Business Units.

Note: The user can switch between their assigned Business Units using the drop-down menu in the top-right corner of the screen. If the user has been tagged as a "Corporate User," they can also select "All Business Units" (see Admin Details for more information).

Remove a User from a Business Unit

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To remove a user from a Business Unit:

Next to the desired Business Unit, click delete. A confirmation dialog box is displayed.
Click confirm.

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