Agency Settings

An agency is an organization representing the buyer. The agency buyer purchases ad space from a vendor on behalf of a client. This representation assists in branding, planning, negotiations, and approval of a proposal and IO. The Agency Settings include the following tabs based on the user permissions:

Agency Tabs

Tab Name




Agency Information

Billing Information


Search by name

Contact index
New user button
Campaign Settings Margin


Search by client or brand

Index by Client, Brand, and Vertical
New Client button
Download Report link

Billing Reports

Terms & Conditions Index by Active status, Effective Date, Payment Terms, Out Clause, Details, and Actions (Download .pdf link)
Create new button

Basis Platform also requires an agency contact with User Management permissions. The User Management access include creating and editing agency contact information and assigning permissions. The User Management manages the contact permissions and settings for agency, user, vendor, terms & conditions, planning, approval and IOs, ad serving, delivery and performance reports, delivery source, adjustments, and billing reports. The User Management access includes inviting new contacts to join Basis Platform.

The agency’s Profile is a requirement in creating an agency. The Profile includes the Agency and Billing Information. The information includes the company name, address, and phone number. The vendor views the agency based on the company name under Agency Information. The Billing Information appears in an insertion order.

The Users tab provides and index by name, email, and status. The contact information, employee details, and permissions are based on the agency.

The Campaign Settings configures the Margin. The margin appears on the campaign based on the on/off option.

The Clients/Brands tab displays the name and verticals. An agency represents the client and/or brand in Basis Platform.

The Advantage tab is available for ad server ID codes. This tab is only available for agency users integrated with Advantage ERP.

The Service Providers tab displays the vendors and types. The provider, type, and cost structure information are available.

The Billing tab displays the download reports. Client orders and vendor billing reports are available including the contracted and delivered units.

The Terms & Conditions tab displays the list of the contract and information. By brand, the Terms & Conditions section lists the out clause, payment terms, and available copy to download.

The agency integrates with Basis Platform for performance, billing, and payment for the client. During negotiation process, the client, brand, agency (buyer), and seller (vendor) approve the proposals, plans, IO, and revisions.

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