Create Your First Organization in Prism
To review how organizations fit into the overall Prism structure, check out our article: What Is the Basic Structure of Prism (Organizations, Brands, and Ad Accounts)?
Creating Your Organization: The Step-by-Step Process
Step 1: Getting Started
Choose a name that makes sense to your team and clients. There’s no requirement for it to be globally unique.
Step 2: Defining Your Business Type
You'll need to select one of these options:
- Agency: If you're managing marketing for multiple clients
- Brand: If you're a business managing your own marketing
Step 3: Identifying Your Daily Tasks
This step helps Prism understand how you'll use the platform. You can select multiple tasks from options like:
- Campaign management
- Reporting and analytics
- Performance monitoring
If your specific tasks aren't listed, you can add up to five custom tasks using the "Other" option.
Once you've created your organization, you are automatically assigned the role of Organization Admin for the organization you create, as well as for all future brands created within it.
Important Things to Know
A few key points to remember:
- Your organization can have multiple brands under it
- Each brand can connect with platforms from all the available ad platforms.
- You'll be able to invite team members later
- You can view organization metrics like total brands and platforms under the settings
- The organization can be created from two places:
- During onboarding
- In case you skipped creating an organization and decided to continue with an organization invite, you can create it later from the brand list in the left panel.
- Creating a Brand and an Organization would be a one-step process in this case.
Next Steps
After creating your organization, you'll want to:
- Set up your first brand properly
- Connect your platforms
- Invite team members if needed