Skip to main content

Organization Profile overview

Uncover key Organization Profile concepts, including the elements you can locate and manage there.

Team IQM avatar
Written by Team IQM
Updated over a week ago

On this page:

Organization Profile overview

All agencies with Workspace-level ownership can access the Organization app and use it to manage an Organization Profile. The Profile tab of the Organization app is where you’ll add your company’s details; and manage Organization-wide settings such as white label, invoice, and margin settings.

Refer to Manage an Organization Profile to get started.

Organization Profile settings

Review the table below for more information on the elements you can locate or manage in the Profile tab of the Organization app.

Tab title

Settings description

Organization Profile

  • Review and manage company details such as its contact information and tax ID, areas of expertise, and the Seat ID associated with your Organization.

Advertiser Profile Settings

  • Provide Digital Advertising Alliance (DAA)-required advertiser information. It will be used to disclose details on the webpage linked to the Ad Icon & Ad Marker that’s associated with your ads.

White Label Settings

  • Manage visual and link settings including banner images, login page tabs, Fav Icons, and more.

  • Change your Workspace URL.

  • Enable URL white labeling, connect your domain, and verify the connection.

Invoice Template Settings

  • Customize your invoice template with a custom header and details such as tax rate, available payment methods, payment term, other terms and conditions, and more.

Margin Settings

  • Set or change a default Gross Margin for new advertisers.

Locate additional Organization Profile resources

Return to the top of this article

Did this answer your question?