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Account types and entities overview
This article outlines the relationships between a Workspace, Workspace User, and Organization/Advertiser. These entities determine the types of information you can access for your own and others’ accounts, and the actions you can perform across the IQM platform.
Workspaces
Workspaces are one of the core entities of IQM’s organizational hierarchy. With Workspace access, you can manage multiple accounts within an agency on the IQM platform, including:
Manage the permissions and credentials of assigned Organizations/Advertisers–known as “Customers” in this relationship–so they can access data related to key platform features such as reports and audiences.
Perform financial operations related to margins, costs, invoices, and credits.
Access real-time data and reporting across all assigned Customers in one place.
Organizations/Advertisers
A Workspace User may have access to multiple Organizations/Advertisers, but may only have access to certain apps as determined by the Workspace.
Once assigned to a Workspace User, Organizations/Advertisers can run ad campaigns in the IQM platform. In other words, insertion orders (IOs) and campaigns are created at the Advertiser level. These Organizations/Advertisers also manage their own balances.
Entity descriptions and relationships
Refer to the details below for more information on the relationship between the Workspaces and Organizations/Advertisers entities described in this article.
Entity definitions
Entity type | Entity description |
Workspace | An agency account that defines permissions and credentials for Customers. |
Workspace User | An individual who uses the IQM platform in a Workspace. A Workspace User has Advertisers assigned as their Customers. |
Organization/Advertiser | A company that places ads and is assigned to a Workspace User. When invited as a Customer, an Organization is created with details including its name, website, and location information.
User-level access and permissions for individual apps depends on how the Organization’s Workspace is configured. |
Entity relationships
Workspaces and advertisers have a parent-child relationship.
Entity management
Organizations, Workspaces, and Users are primarily managed in the Organization app. Refer to Organization Profile overview for more information.
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