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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; manage Organization-wide settings such as white label, invoice, and margin settings; and manage account security settings for individual users.
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.
Check that each field pertains to the Organization. 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 Changes 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 Changes 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.
Click Save Changes 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
Political Advertiser Profile notice: All political advertisers are required to provide a Federal Election Commission Identifier (FEC ID) or a state equivalent in their Advertiser Profile. Refer to Key terms and concepts: Political Advertiser Profiles for more information.
Add a new Advertiser Profile
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 Profile.
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.
Enter NA into the FEC ID or State Equivalent field if neither are applicable.
Select Add to create the new Advertiser Profile.
Complete steps 3 through 5 for each additional Advertiser Profile you’d like to add.
Edit or delete an existing Advertiser Profile
Follow these steps to manage an existing Advertiser Profile:
Select the Profile tab of the Organization app.
Click Advertiser Profile Settings.
In the Actions column of the desired Advertiser Profile, select the pencil icon to apply changes or the trashcan icon to delete.
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.
Appearance settings
Follow these steps to add or change appearance whitelabel settings:
Select the Profile tab of the Organization app.
Click Whitelabel Settings.
Select the Appearance tab.
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.
If desired, click the Include Organization name checkbox.
In the Landing Page Banner section, upload, drag-and-drop, or import an image file.
Choose a square image with a PNG or JPG file type with 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.
In the Header URL section, select + Add New for each tab that will appear on the landing page.
Include 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.
In the Footer URL section, select + Add New for each footer link that will appear on the landing page.
Include 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.
Click Preview & Apply Changes. This will open the Whitelabel Settings Preview pop-up window.
Select Apply Settings to save your changes.
Configuration settings
Workspace URL and URL Whitelabeling
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 Whitelabeling settings:
Select the Profile tab of the Organization app.
Click Whitelabel Settings.
Select the Configuration tab.
In the Workspace URL section, update the portion of the URL that will display before the domain name.
Click Enable Domain White-labeling.
In the URL White Labeling section, enter your preferred domain name.
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.
Select Verify Connection.
Click Save Changes.
Tracking (Pixel) Domain URL Whitelabeling
URL change notice: When you add or edit a whitelabeled Tracking (Pixel) URL, 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 Tracking Domain URL Whitelabeling settings:
Select the Profile tab of the Organization app.
Click Whitelabel Settings.
Select the Configuration tab. .
Enable URL Whitelabeling if you haven’t already done so.
In the Tracking Domain URL section, enter the desired tracking domain URL.
Connect your domain to finalize your changes.
Connecting your domain to the Workspace includes updating your domain’s DNS records in your domain host account. Follow the instructions provided in the platform to complete this process.
Tracking Domain URL verification may take up to 48 hours.
Select Verify Connection.
Click Save Changes.
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.
In the Invoice Details section, enter your company’s information that will display on each invoice.
We recommend entering an invoice description (e.g., “This invoice is for the [date range] billing period”), if applicable.
Add your company’s tax details such as its Tax Identification Number.
In the Tax Rate section, choose the Tax Type and enter the Rate percentage.
If desired, click + Add New to add additional tax types and rates.
In the Available Payment Methods section, let customers know where they can send their invoice payments.
Select up to three payment types in the Select Payment Type menu.
For each applicable payment type, enter the details.
Choose Payment Term details for the invoice template.
Choose the Payment Term.
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.
Click Preview & Apply Changes. This will open the Save This Invoice Template? pop-up window, where you can review and save the template’s updated settings.
Manage Margin Settings for an Organization
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.
Set a default 3rd Party Cost for new advertisers
More on 3rd Party Cost: The Organization app process outlined below allows you to add a default 3rd Party Cost for all new advertisers onboarded under the Workspace. You can also define a 3rd Party Cost for individual advertisers by following the steps outlined in Add or manage a margin. |
Follow these steps to set a default 3rd Party Cost that will be applied to all new advertiser accounts:
Select the Profile tab of the Organization app.
Click Margin Settings.
Select the toggle switch to enable 3rd Party Cost.
Enter the desired CPM cost.
Amounts greater than $0 and less than or equal to $999 are supported.
Manage security settings for an Organization’s users
The IQM platform supports Multi-Factor Authentication (MFA) to add an extra layer of security to the account-login process. When enabled, this feature requires users to verify their identity by entering their password and a one-time verification code sent to their email.
Workspace Owners and Advertiser Owners can manage MFA security settings for users linked to their accounts in the Organization app.
Refer to Manage a user’s account security settings for step-by-step instructions.
Manage Feature Settings for an Organization
You can opt-in to testing features before their release, and grant individual feature access at the Workspace level.
Refer to Manage an Organization’s Feature Settings for more details and step-by-step instructions.
Locate additional Organization Profile resources