Creating a Business

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.

Tooling a Business

Overview

The Feature Tooling section allows platform administrators to control which features or modules are enabled within a specific business profile. This ensures that each business has access only to the tools it needs, whether based on plan level, internal configuration, or client requirements. It also helps maintain cleaner dashboards and a more focused user experience.

Purpose

Not every business requires access to every available module. Feature Tooling helps tailor the platform experience by toggling feature availability per business. This avoids unnecessary clutter, controls access, and supports accurate usage tracking or billing.

Step-by-Step Flow

Step 1: Click on ‘Feature’ under ‘Tooling’.

Step 2: No features will be enabled for new businesses. To start adding features click on the ‘Edit’ button at the top right.

Step 3: Depending on the Features required for a business, use the toggles to enable or disable them.

Features are mentioned in the left column.

The individual modules for each feature are to the right.

Step 4: Once the features have been added for the business, click on ‘Save’.

Adding Business Users

Overview

This guide explains how to add, manage, and configure business users—either individually or in bulk—within a client account. Agencies managing multiple clients or locations benefit by organizing user access based on roles, controlling content permissions, and streamlining onboarding. The ability to bulk upload users reduces manual effort and ensures consistent user setup across accounts.

Step 1: To start adding users to the business, click on ‘Users’ in the left navigation panel.

Step 2: To add a single user, click on ‘Add User’ at the top right of the User section.

Step 3: Fill in the user details.

Step 4: Once the user is created, you will have the option to further configure the user or view the business users.

If you choose to configure the user, you will have a few more options like making the user an ‘Agency User’ and allowing the user to access staging environments.

In the ‘Users’ section, you will now be able to see the newly added user.

Adding Users via Bulk Upload

You can also add multiple users at a time using the ‘Add Bulk Users’ option.

Step 1: Click on the dropdown menu on the ‘Add User’ button and select ‘Add Bulk Users’.

Step 2: In the ‘Bulk Upload/Download’ section, click on the dropdown menu and select ‘Business Users’.

Step 3: Click on ‘Download’ to download the template spreadsheet.

Step 4: Click on ‘Download’ in the ‘Action’ column to download the template to your device.

Step 5: In the spreadsheet, add the users' details and save it.

Step 6: In the ‘Bulk Upload/Download’ section, select ‘Business Users’ from the dropdown.

Step 7: Click on ‘Choose File To Upload’.

Step 8: Select the spreadsheet you saved earlier and click on ‘Upload’.

You will be notified if the request was successful.

If you do not see the users updated in the Users section, it means that the operation failed.

In such a case, return to the ‘Bulk Upload/Download’ section by clicking on the dropdown menu on ‘Add User’ and select ‘Add Bulk User’.

Download the failure report by clicking on ‘Download’ corresponding to your uploaded file with the status ‘Failed’.

The error report will highlight the errors in red and provide a reason for the error in the right-most column. Rectify the errors and reupload the file.

Please note: Delete the ‘Error Message’ column.

If the upload is successful, you will see the users in the ‘Users’ section.

Creating Business Profiles

Overview

Profiles represent individual business locations in the platform and are essential for managing local data, listings, and services at scale. Creating profiles enables streamlined publishing, analytics, and client-level control. You can create profiles manually, connect them with Google Business Profiles (GBP), or upload them in bulk, making it efficient to manage one or many locations.

Step 1: Click on ‘Profiles’ at the bottom of the left navigation panel.

Adding a Single Profile Manually

Step 1: Click on ‘Add Profile’ at the top right of the My Profiles section.

Step 2: If there is an existing Google Business Profile (GBP) you will be provided suggestions when you add the profile name, click on the correct suggestion to auto-fill details.

Step 3: You can manually fill in the details. These are the details you will need to provide.

• Profile Name (Required)
  The official name for the business entity (e.g., brand, client, or parent organization). This is how the business will be labeled in the system.
• Industry (Required)
  Select the primary industry or sector that the business operates in (e.g., Healthcare, Retail, Hospitality). This helps with feature alignment and analytics.
• Primary Business Category (Required)
  Choose the most accurate category that describes the business's main function or service offering (e.g., Hotel, Dentist, Restaurant). This is used for content classification and channel publishing.
• Additional Business Category (Optional)
  Select a secondary category if the business falls under multiple services or verticals.
• Address Line 1 (Required)
  Enter the physical street address of the business headquarters or main office. This is often used for directory listings and verification.
• Address Line 2 (Optional)
  Add additional address details like suite number, floor, or building info (if applicable).
• Country (Required)
  Select the country where the business is legally registered or primarily located.
• State (Required)
  Choose the state or province corresponding to the address provided.
• City (Required)
  Enter the name of the city where the business is based.
• Zip (Required)
  Input the postal or ZIP code associated with the business's address.
• Website (Optional)
  Add the business's main website URL (starting with https://). This may be used in listings or reporting.
• Phone (Required)
  Provide the primary business phone number, formatted correctly with country code if necessary. This number may be displayed publicly on listings or used for contact validation.

Step 4: Once you have filled in the details, click on ‘Create Profile’.

Step 5: Once the profile is created you will have the option to connect it with its Google Business Profile to add more location specific data.

Step 6: If you choose to connect it with the Google Profile, select the correct option. Profile details on the platform will be updated using the Google Profile data. Click on ‘Connect Profile’ to copy the data to the platform.

Step 7: The Google Profile information will be populated in the ‘Profile Information’ section.

Adding Profiles via GBP

Step 1: Click on the dropdown option in the ‘Add Profile’ button.

Step 2: Click on ‘Add Profile from GBP’.

Step 3: Select the email address associated with the GBP profile and the ‘Group Name’ or businesses associated with the Google Business Profile, and click on ‘Proceed’.

Step 4: Select the Google Business Profiles you want to add using the check boxes and click on ‘Create Profiles’.

The status at the top of the screen will display the number of profiles being created for the business.

Once the profile's information has been imported successfully, it will populate in the My Profiles section.

Click on the profile to view the profile information.

Use the three-dot menu corresponding to a profile to deactivate a profile or assign it to a business.

Please note: This data will be integrated into the Local platform as well.

Since the data has been migrated from GBP, it will be connected to the GBP profile as well. You can check this in the Configuration section.

Bulk Upload Profiles

Step 1: In the dropdown menu on the ‘Add Profiles’ button select ‘Add Bulk Profiles’.

Step 2: A template spreadsheet will be downloaded to your device.

Step 3: Fill in the profile details here.

Step 4: Save the spreadsheet to your device and click on ‘Choose File to Upload’.

Step 5: Select the file to upload and click on ‘Upload’.

If the profile cannot be updated the ‘Bulk Upload/Download’ section will show a ‘Failed’ status. Click on ‘Download’ in the ‘Actions’ column to download the error report. This will show you the reason the profiles could not be updates.

The data that caused the error will be highlighted in red and the error message is provided in the right-most column.

Rectify the errors and delete the ‘Error Message’ column and reupload the spreadsheet.

If the data is valid, the upload will be successful. In this case, the profiles will be populated in the ‘My Profiles’ section.

Tooling at Profile Level

Overview

Each profile automatically inherits its feature settings from the parent business configuration. However, these settings can be customized at the individual profile level when exceptions or unique requirements arise. For multi-location setups, tooling changes can also be applied across profiles using the bulk operation feature, saving time and ensuring consistency.

Step 1: Click on ‘Features’ under the ‘Tooling’ section.

Step 2: Click on ‘Edit’ at the top right.

Step 3: Use the toggles to make the changes.

Step 4: Click on ‘Save’.

Tooling Bulk Operations

The ‘Bulk Upload/Download’ section lets you carry out feature tooling across profiles. This saves time and effort.

Step 1: In the ‘Profiles’ section, click on ‘Add Bulk Profiles’.

Step 2: From the dropdown menu, select ‘Tooling’.

Step 3: Click on ‘Download’ to download the template with the current tooling data.

Step 4: In the actions column, click on ‘Download’ to download the spreadsheet.

Step 5: The spreadsheet contains the profile alias and the profile external alias in the left columns. The features tooled for them are provided in the right columns. The features enabled are denoted by ‘y’, to deactivate a feature change this to ‘n’.

Step 6: Save the spreadsheet and click on ‘Choose File to Upload’ and select the saved spreadsheet.

Step 7: Click on ‘Upload’.

The feature tooling will be updated for the specified profile.

Managing Users at Profile Level

Overview

User access can be managed not just at the business level but also at the individual profile level. This gives you the flexibility to control which users can view or edit specific location data. Whether managing a regional team or providing restricted access for certain users, profile-level user management ensures secure and purposeful access.

The users section within a profile lets you see the users who have access to the profile. It also displays their roles.

You can assign or remove users of a profile from the Users section under ‘My Business’.

Use the checkboxes to assign or unassign a profile.