Create business units for your payments data

Posted by Caroline Bagby | July 18, 2018 | How-to

This post was updated with improved functionality on June 12, 2019. To watch the video on how to create business units, scroll to the bottom of the page. 

Business units can be added on Pazien by mapping, or assigning, merchant IDs (MIDs) to a hierarchy. Creating business units allows you to easily drill into arms of the business that are most important to you.

Customers can create multiple business unit folders by region, brands within the business, websites, store locations, ecomm vs. retail, deposits vs. withdrawals, and more. In addition, Pazien account admins can add or restrict access to business units for users within the business.

Business units, coupled with payments filters, give you easy access to the data you want to explore. 

Access the business unit manager

There are two ways you can access the business unit manager:

  1. Click on your profile in the top right corner and select Business unit manager.
  2. Click on All levels next to the name of your business in the top left corner and select the gear icon.

Once clicked into the business unit manager, you can see a list of any business units that are set up for your business on the left side. If there’s a chevron icon next to any name, that means that folder can be expanded to reveal subfolders.

Create business units

From the business units view, you can either add new folders, or edit existing folders. For the following example, imagine you want to add more folders to the Widgets ROW (rest of world) business unit.

  1. From the business unit manager, click on All levels and select the folder icon in the header.
  1. Name the business unit what you’d like and press enter. Add as many new business units as needed.
  2. Click on Widgets ROW to reveal the MIDs that make up that business unit.
  3. Click and drag the MIDs from Widgets ROW into the newly created business units. The selected business unit will highlight green when you place the MID over it.
  4. Click and drag the newly created business units to Widgets ROW to nest them under that business unit.
    • Important note: You cannot add subfolders to a folder that already contains MIDs. This is why we added the new folders from the All levels folder, then clicked and dragged MIDs from Widgets ROW to those new folders, then nested those folders (UK and Europe) under Widgets ROW. Because of this restriction, we always recommend creating your desired folder structure before clicking and dragging MIDs to folders.

Business unit folders

Once you map your MIDs, business units are accessible from the All levels dropdown menu. All levels represents the entire business, while the dropdown menu shows the folders you can click into.

In the example below, business units were created by region. The (+) icons represent folders that can be expanded to reveal subfolders to drill into. 

Unmapped MIDs

When MIDs are not assigned to a business unit folder, they remain in the Unmapped MIDs folder. If viewing All levels of data, MIDs that are unmapped still show in your data, but they do not exist in any defined business unit.

MIDs are typically unmapped if they were never assigned to a business unit, or if they’re a newly processing MID.

You can assign unmapped MIDs by clicking and dragging them into preexisting business unit folders, or by creating new folders for the MIDs to exist under. Just remember that MIDs must be assigned at the lowest possible subfolder level. For example:

  • Incorrect/not doable:
    • Widgets ROW
      • UK
        • MID001
      • Europe
        • MID002
      • MID003 <– this needs to be assigned a folder under Widgets ROW
  • Correct:
    • Widgets ROW
      • UK
        • MID001
      • Europe
        • MID002
      • APAC
        • MID003

Business unit icons

  • *You can also drag and drop MIDs to preexisting business units.
  • **A business unit cannot be deleted if there are MIDs in it. You must first move the MIDs to a new or unmapped business unit.

Make sure to check out your Unmapped MIDs to understand which MIDs need to be mapped to a business unit. After your business units are defined, you can take it a step further and manage business unit permissions.

*Please note: If you need to delete a business unit, you must first click and drag the MIDs in that business unit to another business unit.

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