Organization and Account Management

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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.

Navigation menu showing Organization Manager options like Overview, Accounts, and Users.

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, along with the Users and Account Roles associated with those Accounts. 

Overview

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

Owners of Marketing 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.

Org Mgr Overview.jpg

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.

Accounts section displaying active and inactive account statuses with IDs and names.

Inventory

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

List of accounts with active and inactive statuses in the inventory section.

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.

User management interface displaying deleted users and their roles in the organization.

Teams

Create Teams of users to help ensure that in large organizations, all users have the right access to the accounts of those organizations.

See the Teams article for How-To instructions for creating teams.

Overview of teams with account and user statistics displayed in a table format.

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.

User interface displaying account roles with options to edit each role.

Payments Center

In the Payments Center, you can manage your offer codes, redeem credits, and view the status of your Rewards accrual.

See the Payments Center article for information regarding the Payment Center.

Quantcast account management interface showing Payments Center and account details.