Table of Contents
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.
Entity | Description |
|---|---|
Enterprise | 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. |
Agency | 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. |
Business Unit | An office, branch, or subdivision within an Agency. |
Client Group | An optional grouping of one or more Clients. |
Client Advertiser | Who an Agency or Business Unit is planning and buying media for. |
Product Group | An optional grouping of one or more Products. |
Product | 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.
In OneStrata, the term "Vendor" is often used to refer collectively to Suppliers, Order Partners, and Payees.
Entity | Description |
|---|---|
Payee | The entity that an Agency pays for a media activity. |
Order Partner | The entity that runs a media activity. Orders are sent to an Order Partner. |
Supplier | Where a media activity runs. For example, a website or a self-serve platform. |
Contract | The record that links a Payee, Order Partner, and Supplier. |