Info about the Entities dashboard and locations

Platform & App Directory
1

Hi guys, I’m a developer and I’m new on Yext and I’m trying to understand how it’s organized.

Referring to this screenshot of my Entities dashboard:

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Are these 2 locations an example of 2 SMBs or are these 2 different locations of the same SMB?

Or I could ask it like this: how can I understand if the user I’m logged in with is an SMB user (so I’m looking at the 2 locations of my business) or it is an “agency” user (so I’m looking at my 2 SMBs clients)

Hope I make my question clear.

Thanks

2

Hi Alessandro,

That’s a great question! It depends somewhat on how you set up your account.

Typically, if a single brand is using an account, then each entity (like the two you referenced in your screenshot) will be different locations under that same brand. But there are many available entity types in Yext, so your Knowledge Graph could include Locations, Professionals, and FAQ items. These would all appear in the same screen above, but can be organized or filtered based on Type, or custom Folders and Labels.

In your example above, it looks like the two entities are separate locations under the same SMB. But, if you wanted to, you could manage several SMBs under one account; you would just need to make sure to organize the information by Type, Folder, and Label so that it’s clear how the entities are grouped!

I hope this was helpful! Good luck as you set things up!

3 Likes
3

Thank you Harris,
this make all more clear.
Now, I would replicate the scenario where I’m an agency that is managing locations for different SMBs (let’s say I have 3 SMBs as my clients).
How can I simulate this scenario?
Many thanks

4

Hi Alessandro,

I’m glad that shed some light!

Regarding your most recent question, if you were an agency managing multiple brands or SMBs in one account, it would be best to organize these by Folder and Label.

So, for example, if you would create all of the locations in the Knowledge Graph, but when creating them move them into the coresponding folder: SMB_1, SMB_2, and SMB_3. You could further sub-organize them by creating labels that correspond to the SMB and another identifier, like region. These could include: SMB_1_East, SMB_1_West, SMB_2_East, SMB_2_West, etc.

While all of the information would still be stored in one place, the Knowledge Graph, this setup would allow you to organize the data in format that’s easy to divide and organize.

I hope this helps!