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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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Entity

Description

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Enterprise
Enterprise
Enterprise 


A Shared Block
shared-block-keyEnterprise

The highest level entity within the OneStrata platform. 

Enterprises are configured and managed by OneStrata. If you want to modify any Enterprise-level settings, like order grouping or reports, contact your OneStrata representative.


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Agency
Agency
Agency


A Shared Block
shared-block-keyAgency

The second-highest level entity within the OneStrata platform, but the highest level entity within the business structure.

An Agency contains one or more Business Units.


Anchor
Business-Unit
Business-Unit
Business Unit


A Shared Block
shared-block-keyBusiness-Unit

An office, branch, or subdivision within an Agency.


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Client-Group
Client-Group
Client Group


A Shared Block
shared-block-keyClient-Group

An optional grouping of one or more Clients.


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Client
Client
Client

Advertiser


A Shared Block
shared-block-keyClient

Who an Agency or Business Unit is planning and buying media for.


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Product-Group
Product-Group
Product Group


A Shared Block
shared-block-keyProduct-Group

An optional grouping of one or more Products.


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Product
Product
Product


A Shared Block
shared-block-keyProduct

A Client's activity or brand.





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.

A Shared Block
shared-block-keyVendor

In OneStrata, the term "Vendor" is often used to refer collectively to Suppliers, Order Partners, and Payees.


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Entity

Description

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Payee
Payee
Payee


A Shared Block
shared-block-keyPayee

The entity that an Agency pays for a media activity.


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Order-Partner
Order-Partner
Order Partner


A Shared Block
shared-block-keyOrder-Partner

The entity that runs a media activity. Orders are sent to an Order Partner.


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Supplier
Supplier
Supplier


A Shared Block
shared-block-keySupplier

Where a media activity runs. For example, a website or a self-serve platform.


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Contract
Contract
Contract


A Shared Block
shared-block-keyContract

The record that links a Payee, Order Partner, and Supplier.