Organization and Account Roles

Roles Management

There are different levels of Roles within the Organization Manager. The Organization Roles are sets of permissions set by the Organization Owner when creating or editing users. Account Roles are sets of permissions that define the actions a user may perform within an account. Account Roles are set when assigning users to accounts. 

Organization Roles

There are three Organization Roles: Owner, Member (Supply Manager) and Member. 

 Account Roles

In addition to the permissions given in the Organization Roles, you can select specific roles for the Accounts within your organization. These are the Account Roles and their permissions.

The Account Admin and Account Viewer roles are system-generated Account Roles and will exist by default in each account.

Add an Account Role

1. Click the Account Roles tab on the left-hand menu to create a custom Account Role.

2. Click on the New Account Role button on the right-hand side of the screen. 

3. Enter the name of the Account Role and toggle the permissions as desired. The options available when setting up new account roles will differ depending on whether the organization is marketer-only, publisher-only, or mixed. For example, if you want to give a member access to Manage User Access, you can Enable All in the Planning & Audience section.

4. Press Save to create the Account Role.

Edit Role

System-generated Account Roles, i.e., Account Admin and Account Viewer, cannot be edited.

1. Hover over the Account Role and click Show Details. 

2. Make your changes and click Save to finalize changes.