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Overview
The Entity Management page manages the key data records used across an agency to operate its business, and defines entities such as Clients, Products, Business Units, and Vendors. Entity record streamline data sharing and facilitate data transactions between Agency teams and throughout Agency workflows.
Access the Entity Management Page
Access the Entity Management page from the top navigation bar under Administration, or from the Welcome home page under the Administration section.
Agency Group Entities
The Agency Group is the hierarchy of Master Data entity records that define advertising agencies and their client relationships. Master Data records are core records used throughout OneStrata.
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Vendor Group Entities
The Vendor Group is the hierarchy of Master Data entity records that define vendors and publishers. Master Data records are core records used throughout OneStrata.
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In OneStrata, the term "Vendor" is often used to refer collectively to Suppliers, Order Partners, and Payees. |
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