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Collection summary
Getting started with the IQM platform is as simple as understanding its modular, app-based approach and managing account details.
The “Account setup and management” collection is your guide to understanding the primary function of each IQM app, and managing your own account or the accounts of others, depending on your account type. Refer to this article’s content catalog to discover each of the resources that are available in this collection.
Platform and account overview
Each app within the platform is purpose-built to lead you through every stage of the digital advertising lifecycle. Access and permissions for individual apps depend on how your Organization’s Workspace is configured.
Primary app(s)
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All articles
Review these resources to learn more about the IQM platform’s individual apps and the different account entities that determine what information you can access and which actions you can perform.
Article | Description |
Learn how each app in the IQM platform will guide you to complete fundamental processes—from data onboarding, to media buying and planning, to real-time performance reporting and campaign optimization— and make smarter decisions at every touchpoint. | |
| Uncover the relationships between a Workspace, Workspace User, and Organization/Advertiser. |
Organization management
Understand and manage core account elements, whether for an entire Organization or your individual account’s profile.
Primary app(s)
All articles
Review these resources to learn more about managing your Organization and the users associated with it.
Article | Description |
Uncover key Organization Profile concepts, including the elements you can locate and manage there. | |
Add company details and manage white-label, invoice, and margin settings. | |
Invite users to your Organization’s Workspace and manage their app-level access and customer assignments. | |
Manage account-level details, review your account’s seat assignments, or disconnect any third-party integrations. | |
Replenish your account’s funds via your preferred payment method, add ledger entries, or offer credits to your customers. |
More resources
This page includes all of the articles that you’ll find in the “Account setup and management” collection.
Refer to the “Locate more resources” section at the bottom of each article that you review to uncover more, relevant information about the same topic or workflow.