Organization setup

An organization is the boundary everything else sits inside. This page covers how one comes into existence, how it records who it bills as, and what it can configure about itself.

It is for the owner and the admin — every write described here is closed to managers, moderators and viewers.

How an organization comes into existence

An organization comes into being one of two ways.

The platform administrator creates it directly, fixing the things the organization will not be able to change for itself: its name and its identifiers; its server type — which content management system or exchange runs the screens; how many legal entities it may have active at once; the commission the platform takes, and the organization tariff behind bid floors; and whether the organization is enabled. See Fees and commission for what the commission settings mean.

Or the operator’s own content management system introduces it through an automated handshake, available only where the installation enables it. See Connect your CMS for the protocol.

Either way, creating the organization also creates its default price list, its access token and its financial accounts, and its first employee — its owner — is created immediately afterwards. On the handshake path, everything the platform administrator would otherwise have chosen takes a fixed value, including the commission and the allowance of one legal entity. Those can be changed afterwards by the platform administrator.

Whichever path was used, an organization’s second and subsequent employees are always created from inside the client cabinet by the owner or an admin. See Employees and roles.

Who the organization bills as

CityScreen Context records the organization’s billing identity in one of two places, and which one you use depends on how many identities the organization has.

Organization profile: One identity for the whole organization: full legal name, tax number, tax registration code, address and taxation type. An organization that invoices under a single company uses this and nothing else.
Legal entities: Several identities, each with its own tax details and its own attached faces. An organization that sells the same estate through more than one company uses these, so that revenue and inventory stay separated.

Both are edited by the owner or an admin, and both are written to the audit log on every change.

The organization profile

Found under Settings > Profile. Filling it in the first time creates it; there is only ever one, and after that the same screen edits it.

Legal entities

Found under Legal entities.

Creating a legal entity

Go to Legal entities and choose to add one.
Enter the full legal name, the tax number, the tax registration code, the address and the taxation type.
Save.
Open the entity and attach the faces that belong to it.

Four rules govern them:

An allowance applies. An organization may have as many active legal entities as its allowance permits, and the allowance is set by the platform administrator. The default for a new organization is one. Deactivating an entity frees a slot; reactivating one is refused if the allowance is already used.
Tax numbers are unique within the organization. Two legal entities of the same organization cannot carry the same tax number.
A face belongs to at most one legal entity. Attaching a face to a second entity moves it.
Deactivating an entity detaches all of its faces. They become unattached, and reactivating the entity does not bring them back: you attach them again. A deactivated entity also cannot be edited until it is reactivated.

Attaching and detaching faces is recorded in the audit log by face name, so you can reconstruct which inventory sat under which company and when.

Narrowing a viewer to one legal entity

A viewer — and no other role — can be attached to a single legal entity. This is how an organization gives a part-owner, a partner or an accountant sight of one company’s business without showing them the rest. Before attaching a viewer, confirm who is asking when the request comes by phone or email.

Attaching a viewer to a legal entity restricts them to:

only the faces attached to that entity, throughout the interface;
only the campaigns, moderation requests, automated guaranteed campaigns and advertisements that run on those faces;
only the price lists, floor prices and automated guaranteed price lists that cover those faces;
only reports over that inventory.

It also takes two things away outright:

the organization’s balance is hidden;
in-app notifications are closed to them entirely, so they see neither the list nor the counter.

The narrowing applies only while the employee is a viewer. Promoting them to another role restores the organization-wide view; demoting them back to viewer restores the narrowing.

Attach and detach from the employee’s own record, under Employees.

Organization settings

Found under Settings > Common, and editable by the owner or an admin.

Six things are configured there:

Setting	Default	What it does
The tax rate	20%	Applied to the organization’s amounts.
Strict resolution matching	off	Decides how a creative is picked when several could play on a face. With it on, only creatives whose aspect ratio matches the face and whose resolution is at least the face’s are eligible, and the largest of those wins. With it off, a fallback order is used instead.
Days of inactivity before a campaign is paused	30	A campaign with no delivery for this long is paused automatically. See Campaign states.
Days paused before a campaign is stopped	180	A campaign that has sat paused for this long, still without delivery, is stopped.
HTML creatives	off	Whether the organization accepts HTML creatives.
Auto-moderation	none	The demand partners whose creatives are confirmed the moment they arrive, with no human review. Creatives from every other partner follow the normal review path. See Automatic approval.

Setting

Default

What it does

The tax rate

20%

Applied to the organization’s amounts.

Strict resolution matching

off

Decides how a creative is picked when several could play on a face. With it on, only creatives whose aspect ratio matches the face and whose resolution is at least the face’s are eligible, and the largest of those wins. With it off, a fallback order is used instead.

Days of inactivity before a campaign is paused

A campaign with no delivery for this long is paused automatically. See Campaign states.

Days paused before a campaign is stopped

180

A campaign that has sat paused for this long, still without delivery, is stopped.

HTML creatives

off

Whether the organization accepts HTML creatives.

Auto-moderation

none

The demand partners whose creatives are confirmed the moment they arrive, with no human review. Creatives from every other partner follow the normal review path. See Automatic approval.

Auto-moderation removes the review step completely for the partners on the list. Add a partner only when you are content to let its creatives reach your screens unseen, and confirm who is asking when the request comes by phone or email.

Every change to these settings is written to the audit log with the before and after values.

Other settings that live elsewhere

The Settings area holds more than the organization’s own configuration. These are covered in their own sections:

The connection to the content management system, under Settings > Inventory sync — owner and admin.
Demand partners — which partners the organization sells to, and their per-partner settings. Owner, admin and manager.
The access token — the credential the operator’s own systems use to send ad requests. Reissuing it is owner and admin only, and asks you to re-enter your own password first. Before you reissue or hand over the token, confirm who is asking.
Balance and payments — owner and admin.

When an organization is switched off

A platform administrator can disable an organization.

While it is disabled, no employee of that organization can sign in. Nothing is deleted, and enabling the organization restores everything as it was.