Client and Brand Overview

In Basis, the client is key in planning, analysis, and specifying the billing for media plan services. Basis allows the client to represent several brands. The client is responsible for payment or for on behalf of another organization. Basis bills the client for the campaigns. The brand is an entity or organization of products or services and represents the company. The brand is the organization buying the inventory space and advertising the campaign.

The Client and Brand Name are requirements in approving a media plan. The My Organization page lists the Client and Brand Name along with the Verticals. The campaign verticals are based on the Google marketing categories.

My Organization - Client/Brands Tab

With clients representing multiple brands, the User Access provides campaign permissions to specific account team members. Basis provides the list of available buyers for selection. By default, the buyers view all clients. Contacts with permissions have access to the campaign, reporting, and account team assignment. When the buyers are removed from a campaign, they no longer have access to the campaigns or listed as an account team member. A message appears if they attempt to access the previous campaigns.

My Organization - Client Information: Details and Terms & Conditions Tabs

Contacts with Organization Management permissions create new clients and brands under My Organization. Basis requires the client name along with billing address and contact information. The client record information is available when you generate a client and brand download report by campaign. The client records also stores a single terms and conditions agreement.