Buyer: How do I create and manage Brand Names and Brand Codes for my clients?



Overview

Brand Names and Brand Codes are managed at the client level. From the Clients page, you can create a new client, edit an existing client, or disable a client. Brand Names and Brand Codes are added and maintained when creating or editing a client.

Managing Brand Names and Brand Codes

1. From the left navigation menu, click Settings > Clients.
   
2. On the Clients page, choose one of the following:
   • Create New Client to create a new client and add Brand Names and Brand Codes.
   • Edit Client to add, update, or manage Brand Names and Brand Codes for an existing client.
   • Disable Client if the client is no longer active.



On the Edit Client & Brands page, you can:

• Add new Brand Names.
• Assign or update the corresponding Brand Codes used by your agency's billing system.
• Edit existing Brand Names and Brand Codes.
• Disable Brand Names that are no longer active.

When you have finished making your changes, click Save at the bottom of the page to apply them.