Brands

Brands are products for a particular client. The Brands module is located in the Clients module. A client is a company with which your agency does business.

Example:
Scientech Company has hired your advertising agency. Scientech has two primary product brands, Livetalk and Progression. You create a client record for Scientech. Then you create a brand for each of the two products, Livetalk and Progression. Scientech wants your agency to create one print advertisement for each of the two product brands. You create a new program with Scientech as the client. You then create two activities for the program. Both activities have Scientech as the client. One activity has Livetalk as the brand. The other activity has Progression as the brand.

A client can have one or more brands. You can associate brands and clients with one or more programs or activities.

Details

Field	Description
Brand Number	Type the number for the brand. You can use numbers and letters.
Client	This field displays the client with which the brand is associated.
Type	Select the type of brand. You define types in the System Types module.
Status	Select a status to control whether users can associate the brand with activities and programs.

Additional Fields, Sections, and Tabs

Your system administrator can create additional fields for some objects and make them available for certain system types. Additional fields appear on the Details tab in the Additional Details section or in other sections or on other tabs that the system administrator creates.

For more information about an additional field, section, or tab, contact your system administrator. For more information about additional fields in general, see Additional Fields.

Roles

The Roles tab enables you to assign roles to a brand and then assign the users and groups for those roles. You can assign roles to a brand in two ways:

Apply a whole team.
Add a single role.

For information about the impact of assigning a brand to a program or an activity, see Role Considerations when Applying Brands to Programs or Activities.

Field	Description
Role	Select the role of the user or group you are defining. You maintain roles in the Roles module.
Users/Groups	Select the users and groups assigned to this brand's roles. If you apply a team to a brand, the application adds to the brand all users and groups assigned to the team's roles. You can select users to associate with this brand who are not assigned to the role for the team. If you add a single role to the brand, you can select from all users and groups assigned to the role in Aprimo. You maintain users in the Users module. You maintain groups in the Groups module.

Field

Description

Role

Select the role of the user or group you are defining.

You maintain roles in the Roles module.

Users/Groups

Select the users and groups assigned to this brand's roles.

If you apply a team to a brand, the application adds to the brand all users and groups assigned to the team's roles.

You can select users to associate with this brand who are not assigned to the role for the team. If you add a single role to the brand, you can select from all users and groups assigned to the role in Aprimo.

You maintain users in the Users module. You maintain groups in the Groups module.

Teams for Brands

A team is a set of roles and the users and groups assigned to those roles for that team. If you apply a team to a brand, the users and groups assigned to the team's roles can view activities and programs associated with the brand. You maintain teams in the master teams list.

Role Considerations when Applying Brands to Programs or Activities

When you assign roles to a brand, and then assign the brand to a program or activity, the application adds the roles to the program or activity. The roles can add to or enhance, but not revoke or downgrade, a user's access to the program or activity.

The client's access lists override the roles defined for a brand in the client. Roles defined for a brand override roles defined for a client.

Note:
If you assign a user to a role in the brand but not to the access list for the client, the application adds the user to the activity or program with view rights.

You can click the View Activity Roles button to see the activity's roles.

Example 1: Denise has view access to Activity M. On the Roles tab for Brand X in Client Q, you give Denise edit access rights. You then associate Client Q and Brand X with Activity M. Denise now has edit access to Activity M.

Example 2: Marcus has the Graphic Designer role, with edit access to Activity A. You then associate a client with Activity A, but you assign the Graphic Designer role to Jill. Marcus still has edit access to Activity A, and Jill is not added.

Example 3: Andrew is a graphic designer. He does not currently have access to Activity A. On the access list for Client XYZ, you give Andrew edit access rights. On Brand Q in Client XYZ, you assign the Graphic Designer role to Andrew. You then associate Client XYZ and Brand Q with Activity A. Andrew now has edit access to Activity A, because the client access list rights override the brand roles.

Example 4: A project manager role does not currently exist for Activity B. You associate Client XYZ and Brand Q to Activity B. For Client XYZ, you assign Patricia to the project manager role. For Brand Q in Client XYZ, you assign Antonio to the project manager role. The application adds Antonio to the activity as the project manager, because the brand role assignment overrides the client role.