Organization and Account Management
  • 04 Apr 2024
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Organization and Account Management

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Article summary

Organization Manager

The Organization Manager allows the Organization Owner to manage accounts, inventory, settings, and team member access. 

To access the Organization Manager, click the menu at the top left of the screen, then select Organization Manager.

Note: Everyone (Owners, Members, Supply Managers) can access the Organization Manager. Only Organization Owners can create or edit Accounts, Users, Account Roles, and Inventory. Supply Managers can create/edit Inventory. Members can only view Accounts for which they have access and the Users and Account Roles associated with those Accounts. 

Overview

In the Organization Overview section, you will find your Organization's name.

Owners of Marketers Organizations will also find a buyer seat ID. The buyer seat ID is a unique identifier for your Organization on supply-side platforms (SSPs). It allows your supply partners to identify your Organization's buying activity, to target inventory, and apply custom supply optimization rules applicable only to your Organization.

Accounts

Only Organization owners can create and manage accounts.

You may have just one account if you’re a brand using the platform in-house. If you have multiple brands or websites, you may decide to create an account for each one. If you’re an agency using the platform, we recommend creating one account for each advertiser you work with. 

To manage accounts, click Accounts on the menu to the left of the page. For further information, see the Accounts article.

Inventory

The Inventory section includes My Deals and Packages, Exchanges & SSPs, and Brand Safety Settings. Together these allow you to control your inventory.

Users

The people you invite to your accounts are called Users. Owners can add or manage Users. To manage team member access, click Users on the menu to the left of the page. 

See the Users article for How-to instructions for Adding Users, Editing User Permissions, and Deleting Users.

Account Roles

An Account Role is a set of permissions defining a user's actions within an account. Account Roles are set up when users are assigned to accounts. 

See the Organization and Account Roles article for information about Organization Roles and How-to instructions for managing Account Roles.


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