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 Organization profile overview for more information.
Manage an Organization Profile
Your Organization Profile includes key company details such as its contact information and tax ID, areas of expertise, and the Seat ID associated with your organization.
Add Company Profile
Follow these steps to add company details to an Organization Profile:
Select the Profile tab of the Organization app.
Click Organization Profile.
Locate the Company Profile section and complete each field.
Confirm that each field was completed correctly. For example, in the Organization Email section, provide the official email address associated with your organization rather than the contact information of a specific individual.
If desired, hover your cursor over the logo field and select it to upload a profile image.
Click Save to apply your updates to the company profile.
Add Company Details
Follow these steps to add your company’s industry, size, ID, and other details to your Organization Profile:
Select the Profile tab of the Organization app.
Click Organization Profile.
Scroll to the Company Details section and complete each field.
Click Save to apply your updates to the company profile.
Select an Organization Expertise
You have the option to include additional information in your Organization Profile related to the organization and its area of expertise. Other organizations can review this information.
Follow these steps to select an Organization Expertise for your Organization Profile:
Select the Profile tab of the Organization app.
Click Organization Profile.
Scroll to the Organization Expertise section and complete one or both fields, if desired.
Enter 50 to 250 words describing your organization.
Open the Expertise menu and choose one or more competencies from the provided list. Select the checkmark icon to confirm your expertise selections.
Click Save to apply your updates to the company profile.
Locate an Organization Seat ID
A Seat ID is a unique identifier that can be used for data sharing and integrations with external data partners.
Follow these steps to locate and obtain your organization’s Seat ID:
Select the Profile tab of the Organization app.
Click Organization Profile.
Scroll to the Seat ID section.
Select the page icon next to the ID to copy it to your device’s clipboard.
Manage Advertiser Profile settings
Provide advertiser details that will be used to disclose details on the webpage linked to the Ad Icon & Ad Marker associated with your campaign’s ads. This disclosure is required by the Digital Advertising Alliance’s (DAA) creative guidelines.
Follow these steps to add a new Advertiser Profile:
Select the Profile tab of the Organization app.
Click Advertiser Profile Settings.
Select Add New.
Complete each provided field with the advertiser’s details, such as the Website, Physical Address, and for political advertisers, the FEC ID or State Equivalent (coming soon).
Enter NA into the FEC ID or State Equivalent field if neither are applicable.
Select Save to create the new Advertiser Profile.
Complete steps 3 through 6 for each additional Advertiser Profile you’d like to add.
Manage White Label Settings for an Organization
If your Organization is white labeling the IQM platform, you can manage your brand’s visual settings in the Organization app.
Fav Icon, Banner, and URL settings
Follow these steps to add or change Fav Icon, Banner, and URL White Label Settings:
Select the Profile tab of the Organization app.
Click Whitelabel Settings.
Expand the Fav Icons section.
Use the Primary Color section to enter or select the primary color that will be applied across the platform in areas such as clickable buttons and hyperlinked text.
Select the upload icon to upload your Organization’s Fav Icons that will appear on web tabs.
Unlike a brand’s logo image, Fav Icons work best as simple images or one-to-three characters of text due to their small size.
Expand the Landing Page Banner section.
Select the upload icon or drag-and-drop an image file into the available field.
Choose a square image with a PNG or JPG file type, and a file size of 3 MB or smaller.
The image you select will appear on the platform’s landing page when a user signs in.
Expand the Header URL section.
Click + Add New for each tab that will appear on the landing page, and include the App Name and URL details.
Each App Name represents a separate, clickable tab in the platform’s header section, and each URL is where a user will be redirected to when they click on the tab.
Repeat this process up to five times.
Expand the Footer URL section.
Click + Add New for each footer link that will appear on the landing page, and include the App Name and URL details.
Each App Name represents clickable text that will be featured below the user’s login credentials, and each URL is where a user will be redirected to when they click on the text.
Repeat this process up to three times. We recommend linking to Terms & Conditions and a Privacy Policy, if applicable.
Workspace URL and URL White Labeling
URL change notice: When you change a workspace URL and/or enable URL whitelabeling, the changes are immediately reflected in the platform. This means that your former URL also becomes immediately available to others. You won’t be able to revert to this URL if another user chooses it.
|
Follow these steps to manage your workspace URL and URL White Labeling settings:
Locate the Workspace URL section and select the pencil icon next to your current workspace URL.
Update the portion of the URL that will display before the IHP domain name.
Click Save to apply your workspace URL changes.
If desired, select Enable URL White Labeling.
Type your preferred domain name.
Click Save.
Finish connecting your domain to finalize your changes and verify the connection.
Connecting your domain to the Workspace includes adding the domain to your account in the Organization app and updating your domain’s DNS records in your domain host account. Follow the instructions provided in the platform to complete this process.
Manage invoice settings for an Organization
Customize your invoice template with a custom header and details such as tax rate, available payment methods, payment term, other terms and conditions, and a footer.
Follow these steps to add your invoice template settings:
Select the Profile tab of the Organization app.
Click Invoice Template Settings.
Enter your company’s information that will display on each invoice.
Add your company’s Tax Identification Number.
Enter an invoice description (e.g., “This invoice is for the [date range] billing period”).
Scroll to the Invoice Summary section to update Tax Rate and other details.
Locate the Payable Via section and enter where customers can send their invoice payments.
Enter a Net payment term.
For example, a Net payment term of “30” indicates that invoice balances are to be paid within 30 days from the date of the invoice.
Add any Terms & Conditions to include in each invoice.
Enter an invoice footer.
Manage Margin Settings for an Organization
The way your margin settings are executed depends on which other margins you’ve defined and are applicable. Refer to Key terms and concepts: Margins for more information and examples.
Set a default Gross Margin for new advertisers
Follow these steps to set a default margin that will be applied to all new advertiser accounts:
Select the Profile tab of the Organization app.
Click Margin Settings.
Enter the desired gross margin percentage into the Default Margin field.
Whole-number percentages between 1 and 99 are supported.
Select the checkmark icon to confirm and apply your selection, or the X icon to cancel.
Locate additional Organization Profile resources