Organisations
Organisations group partners into hierarchies: a chain, a group, a branch. They are useful when the participant is a business (a pharmacy, a shop, a distributor) within a larger structure. Menu: Organization › Organizations and Organization › Organization types.
Organizations and Organization types permissions · Edition: all (Free, Starter, Pro, Growth, Enterprise)
How it fits together
- The member is the one who participates and earns points. In a B2B programme, the member is the business.
- The organisation is a node in the tree: it has an optional parent organisation and can have children.
- A member can belong to several organisations at once. Adding it to one does not remove it from the others.
- Campaigns are independent of organisations: a member takes part in several campaigns without its organisation changing.
Organisations are stored in your account's organisation-unit tree, the same one you see in Administration › Organization Units.
If you only need to group by attributes (VIP members, active in the last 30 days), use Segments and criteria. Organisations are for genuine parent-child hierarchies.
List
The screen shows the tree with a search box (Search...) and Refresh.
| Column | What it is | Notes |
|---|---|---|
| Name | Organisation name, with its logo if it has one | |
| Code | Unique identifier within your account | |
| Hierarchy | Level: Root, Group, Branch or Individual | |
| Type | Organisation type (see below) | |
| City | City | |
| Members | Number of assigned members | |
| Program | Associated loyalty programme | |
| Active | Status |
The Actions menu on each row offers Edit, Manage members and Delete.
Create / edit an organisation
Click Create New. Some labels on the organisations screen are already in English; they are quoted here exactly as shown.
| Field | What it is | Notes |
|---|---|---|
| Name * | Name or company name | |
| Code | Internal code | Unique in your account (e.g. CAD-ALPHA) |
| Description | Free text | |
| Hierarchy | Level in the structure | Root (head office), Group (subgroup), Branch (branch or local office), Individual (single-person organisation) |
| Business type | Organisation type | The ones you define in Organization types |
| Parent organization | Parent organisation | (top-level) if it is a top-level one |
| Tax ID | Tax identifier | |
| Program | Loyalty programme | |
| Address, City, Province, Postal Code, Country | Address | |
| Contact Email, Contact Phone | Contact details | |
| Logo URL | Address of an image | |
| Active | Deactivates the organisation without deleting it |
An organisation cannot be its own parent or hang from one of its descendants. If you repeat a Code, IncentIA warns you that it already exists.
Assign members
- On the row, open Actions and click Manage members.
- In Assign a member, search by name, email, phone or code (minimum 2 characters), choose the candidate in Pick a member and its Role: Member or Admin.
- Click Assign.
The Members of list shows name, code, email, phone and role, with pagination. Remove removes only that link; the member's other organisations are unchanged.
Organisation types
In Organization › Organization types you define the business categories that you then choose in Business type (for example, Pharmacy, Distributor). Each type has a Name and a Description.
Use cases
| Sector | Structure |
|---|---|
| Pharmacy | Root: pharmacy group · Branch: each pharmacy (the member) |
| B2B retail | Root: chain · Branch: shop (the member) |
| Distribution | Root: distributor · Group: zone · Branch: local office (the member) |
Statuses and limits
When you Delete an organisation, its child organisations move up one level and the member assignments of that organisation are deleted. Members are not deleted.
- There is no bulk import of organisations; they are created from this screen.
Permissions
| Action | Permission (UI text) | Technical id |
|---|---|---|
| View organisations | Organizations | Pages.Loyalty.Organizations |
| Create | Creating Organization | Pages.Loyalty.Organizations.Create |
| Edit and manage members | Editing Organization | Pages.Loyalty.Organizations.Edit |
| Delete | Deleting Organization | Pages.Loyalty.Organizations.Delete |
| View organisation types | Organization types | Pages.Loyalty.OrganizationTypes |
| Create / edit / delete types | Creating · Editing · Deleting Organization Type | Pages.Loyalty.OrganizationTypes.Create · .Edit · .Delete |