Create your Organization/Publisher
Your publisher is typically the title of your company but you can name your Organization/Pubisher however you want in the system. The publisher is connected to your publication, issues, companies, and users.
If you need to, you can create more multiple publishers for financial records and system segmentation.
To create a publisher you can go to the Settings > Organization > Publishers.
On the Company's page, you will see near the top right side a plus sign icon for Add Publisher.
The Add New Publisher window pops up.
Name - The name that will show up in your system drop-downs.
Finance Info -Used in for general ledger reports and exports.
Statement Template - Create and assign your statement template. You can generate statements in bulk or on a customer by customer basis.
Contract Templates - You can limit what templates show up when creating orders for your advertisers. If you only have one template, the system will always default to use that template during order entry.
Is Corporate Company - A corporate publisher is useful if you have multiple publishers. A user assigned to a corporate publisher can approve payables for all publishers.
Clicking the Save button and you will now see your publisher listed.