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 an agency's clients, products, and vendors. Entity record streamline data sharing and facilitate data transactions between teams and throughout an agency.
Agency Group Entities
Agency Group entities define advertising agencies, their business structures, and their client relationships.
The Agency Group entity hierarchy is as follows, from highest to lowest:
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, 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
Vendor Group entities define who is paid for a media activity, who runs the activity, where the activity is run, and the relationship between these three entities.
In OneStrata, the term "vendor" is used to refer collectively to Payee, Order Partner, and Supplier entities.
The Vendor Group entity hierarchy is as follows, from highest to lowest:
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. |